Hudson Valley Federal Credit Union Guide to Business Internet Banking & Bill Pay

17

Make a Transaction Member to Member Transfer

In the Transactions tab, click on Member to Member Transfer . 1. Choose whether you are making a one-time Single Transfer or if you would like to Link Account to save the payee for future use. Note : Once the payee is linked, the company admin must set permissions for deposit rights for each user/role that should deposit to this saved payee in the future. 2. For a Single Transfer , use the drop-down to choose the From Account where funds will be taken out of. If you wish to include a Description of your transfer, do so in the provided box. 3. Enter the information for the recipient. Be sure to update the account type to match the entered share/loan ID. 4. Click Submit . 5. If you would like to link this account for future use, click Link Account on the first window. Fill out the requested information, then click Submit . 6. To review or cancel a Member to Member Transfer visit the Internet Banking Activity menu.

Made with