CrossFirst Bank Basic Business Guide

15

Home Page Quick Transfer

The Quick Transfer option is simple and fast.

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1. Click the

icon on the right side of an account card and select Quick

Transfer. 2. Use the drop-down menu to select an account to transfer from. 3. Use the drop-down menu to select an account to receive the funds. 4. Enter an amount to transfer. 5. Select a transfer date. 6. (Optional) Click the Advanced Options button for additional options including frequency and memo.. 7. Click the Transfer Funds button when you are finished.

Home Page: Quick Transfer