Business Online Banking Guide Platinum Bank

28

Transactions Making a Loan Transfer

1

5 6 7 8

2

3

4

9

10

Click the Transfers tab. 1. Click the Make a transfer button. 2. Select the accounts to transfer funds between using the “From” and “To” drop-downs. 3. Enter the amount to transfer. 4. Click the “More options” link to view additional options. 5. Use the drop-down to select a payment type. Select “Regular Payment” or “Principle Payment.” 6. Use the drop-down to select a frequency. 7. Use the calendar feature to select a date. 8. Enter a memo. 9. Click the Submit button when you are finished. 10. Once you receive a confirmation message, click the Done button.

Transactions: Making a Loan Transfer