To add a scheduled transfer:
- Login to Online Banking
- Click Schedule a Transfer under the Move Money menu
- Click Add - The Add Scheduled Transfers screen will appear.
- Enter the amount of the transfer and select the From Account and the To Account from the appropriated drop-down lists.
- You can enter a note in the memo field to better identify your transfer.
- Select the Start Date by either typing the date in the field provided or by using the calendar icon next to the date field.
- Select the Frequency of the Transfer - depending on your selection, you may have to choose the particular recurring dates.
- Enter the number of transfers in the field provided. You can choose from 0 to 400 transfers.
- In the Email Notification To field, type in the Email address where you want to receive notification of success or failure with each scheduled transfer attempt. If you have previously provided an email for eBranch, your email will automatically show in this field
- Type in your custom Email message to help identify you successful transfer. We recommend that you not include account numbers, social security numbers or any other confidential information in this email.
- Once you have entered the above information, click Save Transfer to complete the scheduled transfer. You may also select "Clear" to start over.
- If you choose to save the transfer, a confirmation screen will appear. If the information is correct, click Confirm Transfer to accept. You may click cancel to discard the transfer.
- If you confirmed your transfer, the information will now appear on the Scheduled Transfer Summary screen