Columbia Bank Cash Management Online Banking Guide

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Multi-Account Transfers- Part 1 of 3: Info & Users Use the Multi-Account Transfer tool to send more than one transfer to several of your accounts at Columbia Bank. You can also create a template if you are sending the transfers more than once. If you do not need to create a template, you can send a one-time multi-transfer instead.

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In the Transactions tab, click Funds Transfer , then Multi-Account Transfers . 1. (Optional) If you want to copy and edit an existing template, click the icon and select “Copy” from the drop-down menu. 2. Decide if the transfer is a recurring or one-time transfer. J K L M N O P Q R S T U V W X Y Z A B C D E F G H I J K L M N O P Q R S T U V W X Y Z A B C D E F G H I

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a. Click the Create Template button if it is a recurring transfer. b. Click the Transfer Funds button if it is a one-time transfer. 10a 1a 2 3a 4a 5a 6a 7a 8a 9a 10b 1 2 3b 4b 5b 6b 7b 8b 9b 10c 1 2 3c 4c 5c 6c 7c 8c 9c 10d 1 2 3d 4d 5d 6d 7d 8d 9d

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3. Enter a template name. 4. Click the “User Roles” link to select user roles.

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