Max Credit Union Online Banking Consumer User Guide

40

Adding an External Account Your accounts at other financial institutions can be linked to Online Banking with MAX Credit Union, so you can transfer money between two financial institutions without ever leaving home! When you go to add another account, you are asked to verify your ownership of that account by confirming two small deposits MAX Credit Union makes into the external account.

1

3

2

4 5 6

7

Click the Transfers tab . 1. Click the + External account button to add an external account. 2. High risk transactions, such as adding an external account, require you to send and enter a security code. Go to page 25 for more information 3. Enter the account name. 4. Enter the financial institution’s routing number. These numbers are located at the bottom of a paper check or deposit slip from your checkbook. 5. Enter the account number. 6. Select the type of account using the “Account Type” drop-down. 7. Click the Submit button. In one to three business days, two small deposits will appear in your external account. Once you receive the deposits, you will need to confirm the deposits.

Transactions: Transfers