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Multi-Account Transfers- Single Transfer Next, you need to select a transfer date for your payment to occur. When you’re finished, you can review the one-time payment or template and, depending on your rights, either draft or submit your transaction.

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In the Transactions tab, click Funds Transfer, then Multi-Account Transfers . 1. Click the Transfer Funds button if it is a one-time transfer. 2. Enter a the transfer date using the calendar feature. 3. Check the box next to “Same Date” if all transfers are sent on the same day. 4. (Optional) Enter a memo and click the Push Memo to All button if all transfers receive the same memo.

Getting Started: Funds Transfer