Change a Transfer

Changes can be made to scheduled transfers until 6 p.m. the day before the transaction date. You cannot make changes on the date the transaction is scheduled. Attempts to do so may result in additional transfers taking place.

To change a transfer:

1. On the Accounts page, click on the account number in the Number column.

2. On the Balances page, click the Transfer button and select Transfer List.  A list of scheduled transfers will display.  

3. Select the transfer you want to change by performing one of the following:

For a one-time transfer:

1. Click the checkbox in the Select column for the transfer you want to change.

2. Changes can be made to the date in the Next Transfer column and to the amount in the Transfer Amount column.

3. Click the Next button.

4. On the Transfer Preview page, click the Submit button.  Print the Transfer Confirmation for record keeping purposes.

For a scheduled transfer:

1. Click on the account number link in the Transfer To column.

2. On the Change Scheduled Transfer page, make changes to any of the following options:

• Frequency

• Amount

• Date

• Number of Remaining Transfers

3. Click the Submit button. Print the Scheduled Transfer Confirmation for record keeping purposes.

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