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Transactions Editing a Multi-Account Transfer Template If you have Manage Funds Transfer: Multi-Transfer rights, you can edit any of the available templates on the Multi-Account Transfers page. Editing a template is a quick way to make changes without having to create a new template for multiple recurring transfers.

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In the Transactions tab, click Funds Transfer , then Multi-Account Transfers . 1. Click the icon and select edit from the drop-down. 2. Make the necessary edits. 3. Click the Save button when you are finished making changes.

Transactions: Editing a Multi-Account Transfer Template