How can I set up an external account to transfer money to and from another financial institution?
You can set up an external account after your account has been open for 90 days by using instant account verification if the primary account holder’s name is the same at both institutions.
- On the Dashboard, select Make a Transfer from the top menu bar.
- Select External Account then choose Another Account.
- Find your other financial institution by using the search bar.
- Enter your account information and select Next.
- You may also add the external account manually by entering your account number and routing number.
- Trial deposits will be sent to that account within 24-48 hours.
- Once those deposits are verified, you have access to initiate transfers to and from the external account.