Transfers
You can manage both internal and external money movements easily.
To move money between your internal accounts, go to Transfers and Payments and click Transfer Money.
Here you can set up your transfer and select the Amount, Frequency, and Transfer Date.
To complete the transfer you then click either Draft or Approve. If you have enabled dual control then you can only select Draft.
If the transfer requires dual authorization, you are sent a Secure Access Code .
To move money between multiple internal accounts, and to create templates of common internal transfers, select the Multi-Account Transfers tab.
To initiate a one-time multi-account transfer, select the Transfer Funds box and follow the instructions to select your transfer.
The same Draft and Approve options are available as previously described.
All saved templates will be on this page, including a search function if you have many templates.
To action a saved template click the 3 dot menu next to the one you want to manage.
To create a template for a transfer between 2 different accounts, select the Create template option, remove the rows until there is only one row remaining click Save.