Add Recurring Transfers

You can establish a transfer that recurs at regular intervals for a set amount.

How to Add Recurring Transfers:
  1. Select Add Recurring Transfer from the drop down list and press OK. You will be directed to a new page to input your Recurring Transfer information.
  2. Enter your social security number.
  3. Select the account you wish to transfer from.
  4. Select the account you wish to transfer to.
  5. Select the amount you wish to transfer each time.
  6. Enter the date you want the first transfer to occur.
  7. Select how often you would like to make this transfer.
  8. If you wish to skip summer months, select the appropriate months.
  9. Add any special instructions you may have and click Submit.
Once your recurring transfer request has been processed, you will receive a secure message notifying you of the status. If you wish to change your transfer in the future, you may do so by going to the Modify Recurring Transfer link in the Move Money section.