Transfer to Another Institution

  1. Step 1

    After you’ve added an external account, tap Transfer, then Transfer Between Accounts. 

    Transfer to Another Institution Step 1

  2. Step 2

    Select the funding source, the external account to which you’ll transfer, and the transfer amount.

  3. Step 3

    Select the timing of your transfer (“Standard” or “Scheduled standard”) from the drop-down.   A standard transfer will be received same business day if submitted before 11:00am or within 1-2 business days otherwise.

     

  4. Step 4

    For a scheduled transfer, enter the frequency with a start date and end date, if applicable, then tap Review. If everything checks out, select Confirm (for a standard transfer) or Schedule (for a scheduled transfer). Note: If you'd like to change the frequency of your scheduled transfer, simply delete the existing transfer and then create a new one with your desired recurrence.