Skip a Transfer

You can skip a scheduled transfer and have the transfer occur at a later date. The transfer will remain inactive until the future date occurs or the transfer information is updated again.

Note:

Once a transfer transaction is in the system, you can make changes until 6 p.m. the day before the transaction date. You cannot skip a transaction on the date it is scheduled. Attempts to do so may result in additional transfers taking place.

To skip 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 displays.

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

  4. On the Change Scheduled Transfer page, change the date of the transfer.

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

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