Transfer Funds

This transfer is a real-time transfer of funds between your Credit Union accounts. Transfers will immediately reflect in the activity and current balance for deposit accounts, but will not appear immediately for loan and credit card accounts. Loan and credit card payments will be available for viewing after they have posted to the loan or credit card account on the transaction screen. All transfers will post to the appropriate accounts on the effective date of the transfer.

If the date of the transfer is a non-business day or is performed at 5:30 pm (Eastern) or later on a business day, the transfer will post to your account on the next business day.

How to Complete a Transfer:
  1. Select the account you wish to transfer funds from.
  2. Select the account you wish to transfer funds to.
  3. Enter the amount you wish to transfer.
  4. Select Continue
  5. If you are making a payment to a first mortgage loan, you must select a payment type and select Continue.
  6. If you are making a transfer to an IRA or CESA between January and the tax return filing deadline in April, you must designate the transfer as a Prior Year or Current Year Contribution and select Continue.
  7. Verify the transfer information.
  8. Click the Submit button.
After submitting the transfer, you will receive a confirmation number. Use the Print button to print a confirmation page for your records. Please do not refresh/reload this screen as a duplicate transfer will be submitted.

Traditional IRA, Roth IRA, HSA and CESA Prior Year Contributions
Transfers to an IRA, HSA or CESA between January and the tax return deadline in April must be designated as a Prior Year or Current Year Contribution. Transfers made after the close of business on the tax return deadline will be credited as a Current Year Contribution.