How to set up transfers to internal and external accounts?

How to set up member to member transfers?

• • On the dashboard, click Make a Transfer tab then add select Add a Member Account
  • Choose whether you would like to add the Member by using their Account Number or use a M2M Code.
    1. 1. If you’re adding using their Account Number, fill out all the fields including account number, suffix or loan number, account nickname and account type then click Add Account.
       2. If you’re adding the Member using a M2M Code, fill in the Member Code and Account Nickname then select Add Account.
  • You must get the M2M code from the Member you’re adding before starting this process. The code can be generated in the Create tab.

How to set up external account transfers?

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 Accoun
  • 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.