CrossFirst Bank Consumer Guide

46

Transactions Client to Client Transfer

Transfer funds to antoher CrossFirst Bank account holder.

Linking a CrossFirst Bank Account Instead of typing in someone’s information every time you send them money, you can conveniently link their account for future deposits.

1

2

3

4

5

In the Transfers & Payments tab, click Client to Client Transfer . 1. Click the Link Account button. 2. Enter the recipient’s account number 3. Select an account type from the “Account Type” drop-down. 4. Enter the first four characters of the recipient’s last name. 5. Click Submit when you are finished.

Note : To review or cancel a Client to Client Transfer, visit the Activity Center.

Transactions: Client to Client Transfer