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Online Banking Tip of the Day: View a List of Scheduled Transfers Grouped By Account

April 14, 2014

Did you know in the Online Banking Center you can view a list of the transfers you have scheduled for each account?  Looking at a list of your upcoming transfers and the accounts involved can help you determine if adjustments are needed.
How:  From the ‘Accounts’ menu, select ‘Online Activity’.  By default, ‘Transaction Status’ is already selected as the search criteria.  Use the ‘Transaction Status’ drop-down list to select ‘Authorized’.  Then use the ‘Group By’ drop-down list to select ‘Account’ and press ‘Submit’.

Related Tips:
Collapse/Expand Groups in Online Activity
View a List of Processed Transfers for a Specific Account

If you have additional questions, please call our Customer Call Center at (585)394-4260 ext. 0 or fill out a contact us form.
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