Bank Forward Personal User Guide

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Transactions Customer Transfer

If you have a friend or relative who banks with Bank Forward, Customer Transfers allow you to send them money immediately. You can send electronic payments and link accounts for future deposits using their email address and the last four digits of their account. Linking Someone’s Bank Forward Account Instead of typing in someone’s information every time you send them money, you can conveniently link their account for future deposits.

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In the Transfers and Payments tab, click Customer Transfer . 1. Click the Link Account button. 2. Use the drop-down to select an account type. 3. Enter the recipient’s email address. 4. Enter the last four digits of the recipient’s account number. 5. Click Submit when you are finished.

Note: To review or cancel a Customer Transfer, visit the Manage Activity.

Transactions: Customer Transfer