UMB Business Online Banking User Guide

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Multi-Account Transfers Overview Use the Multi-Account Transfer tool to send more than one transfer to several of your accounts at UMB. You can create a template if you are sending the transfers more than once. If you do not need to create a template, you can send a one time multi-transfer instead.

C

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In the Payments and Transfers tab, click Transfer Money, then Multi-Account Transfers . A. The following information presents for each template: • Name • Number of transfers in the template B. To mark a template as a favorite, click the icon. C. Click the icon next to the appropriate column to sort templates by display name or transfers. D. Click the icon to transfer funds, edit, copy or delete a template.

Note : The letters correspond to several available features on the Multi-Account Transfers page.

Transfer Money: Transfer Money