Frequently Asked Questions
How do I make a transfer?
How do I set up a recurring transfer?
What is considered a recurring transfer? Will it start today?
I made a transfer, but it’s not being reflected on my screen. What should I do?
Can I include a memo or note when completing an account transfer?
How do I make a transfer?
You have a few options! You can:
- Click "Transfers" from the navigation bar.
- Click on an account tile and click "transfer money."
- Drag the "from" account tile to the "to" account tile on the home page.
Back to Top
How do I set up a recurring transfer?
Under the Transfers tab, you can set up one time and recurring transfers in only a few clicks.
Back to Top
What is considered a recurring transfer? Will it start today?
A recurring transfer will be something that starts in the future. If you'd like to make a transfer that is effective today, you must do so in a one-time transfer. Then, you can set up recurring transfers for the future.
Back to Top
I made a transfer, but it's not being reflected on my screen. What should I do?
Please refresh your browser by clicking the refresh icon.
Back to Top
Can I include a memo or note when completing an account transfer?
Yes, you can include a memo or note when completing an account to account transfer.
Back to Top