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1. In the left-hand navigation select "Transfers".
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2. You can perform a quick transfer by selecting the account you want to transfer from...
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3. ...the amount of the transfer...
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4. ... and the account you want to transfer to.
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5. Confirm the information at the bottom of the screen.
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6. Click "Submit Transfer".
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7. You can also schedule a transfer or set up a recurring transfer from the Classic tab. |
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8. Fill out the "From Account" and "To Account" using the drop-downs.
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9. You can also transfer to an external account or another cPort Credit Union member by selecting the link here.
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10. Enter the Amount you would like to transfer.
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11. You can select the date you would like the transfer to occur on...
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12. ... and set a frequency of transfer.
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13. When you are done, click "Submit".
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14. You can see scheduled transfers in the Scheduled tab. |
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15. Transfers that have been scheduled for future dates will appear on the calendar.
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15 steps should take 1 minute