Help Documentation

Quick Transfer From

Use the Quick Transfer From feature to transfer funds from the account currently expanded without exiting the current page.
To schedule a transfer from the account currently expanded, click Quick Transfer From. A new window will appear displaying From, To, Memo, Amount and When fields. By default, the current account will automatically appear in the From field.

You may use the drop down arrows to select a different From account and to select the To account. If you wish, enter a Memo (such as "groceries"). Enter the amount to transfer in the Amount field and the date to process the transfer in the When field. Select Continue, or select Cancel to cancel the transfer. A new window will appear displaying your request. Select Transfer Funds to complete the transfer, Back to edit the transfer details, or Cancel to cancel the transfer. Once Transfer Funds is selected, a confirmation page displays indicating the transfer was successful.

For all available transfer features, select the Transfers tab. You are taken to the Schedule a Transfer page where you may schedule recurring transfers, view and edit upcoming transfers, and view transfer history.

If you do not have at least two accounts, or at least two accounts enabled to perform Transfers, the Quick Transfer option will not display. See Edit Preferences for how to enable transfers for an account.