SAMPLE - DYNAMIC PLUS (Q2) Retail User Guide

Transactions

Person to Person Xfer

With the Person to Person Transfer feature, you can send money to any online banking user at Allegiance Bank. You can also conveniently link this account to your online banking for deposit purposes only. All you need is the full account number associated with their online banking and the last three letters of their last name.

To Send Money to a Person or Company:

Click on the Person to Person tab. 1. Choose whether you will be making a Single Transfer or whether you would like to link another account for future use. 2. For a Single Transfer , use the dropdown to choose the account you wish to withdraw funds from. If you wish to include a description to go with your transfer, do so in the provided box. 3. Enter the information for the person you wish to receive the funds. 4. Click Submit . 5. If you would like to link this account for future use. Click Link Account at the first window; this information will be used in Funds Transfer.

11