SAMPLE - DYNAMIC (Q2) Commercial User Guide

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To Make an Immediate Transfer to Another Customer’s Account:
Transactions Immediate Transfer to Another
Customer’s Account
With the Person-to-Person Transfer feature, you can send money to any Online
Banking user at this financial institution. You can also conveniently link this account
to your Online Banking for deposit purposes only. All you need is the email address
associated with their Online Banking and the last four digits of their account number.
In the menu, click or tap Services > Immediate Transfer to
another customer’s account.
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 with-
draw 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.