SAMPLE - DYNAMIC (Q2) Retail User Guide

Transactions

Funds Transfer

Online Banking enables you to transfer funds between accounts quickly and easily, access all linked accounts for single or recurring transfers.

To Transfer Funds:

In the menu, click or tap Transactions > Funds Transfer . 1. Select the accounts that you wish to transfer funds From and To using the drop- down menus. 2. Enter the dollar amount and date to process the transaction. 3. (optional) If you wish to setup a recurring transaction, click the checkbox. New input fields will appear and you will need to specify the frequency and date range for this transaction. 4. When completed entering the needed information, select Transfer Funds . 5. If successful, a screen with an overview of your transaction will appear. All funds transfers will appear in the Activity Center whether immediate or future dated. You can view them at this time or click Close and review at your convenience. 6. If you are submitting an external transfer, ensure you go to Activity Center > Actions > Approve to receive your secure access code.

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