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Transfer Funds

Use these steps.

  1. Select the account from which funds will be drawn in the From Account drop-down.
  2. Select the account into which funds will be deposited in the To Account drop-down.
  3. Type a Descriptionof the transfer (see tips)
  4. Select the date the transfer was made using the calendar icon.');?>
  5. Type the amount to be transferred.
  6. Click Submit.

The changes will be reflected in the Account Overview and Account Summary sections. If you click either of the accounts affected by this transfer in the My Accounts list, you will see this transfer as a recent transaction.


When making ad-hoc transfers between accounts to cover unexpected expenses or to improve savings, it may later be important to remember the purpose of that transfer. Be sure to use the Description field to your best advantage.

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