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95

Treasury: Funds Transfer

Multi-Account Transfers Overview

Use the Multi-Account Transfer tool to send more than one transfer to several of your

accounts at Montecito Bank & Trust. 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.

In the

Transactions

tab, click

Transfers

then

Multi-Account Transfers

.

A.

This page is available in two views: List or Grid. Toggle between them to find

your preference.

B.

The following information is present for each template:

Name

Number of transfers in the template.

C.

Click the

icon to make a specific template favorite.

D.

In List view, you can sort your recipients by display name, number of accounts or

e-mail address by clicking the

icon next to the specific column.

11 12 13 14 15

21 22 23 24 25

1 2 3 4 5

1a 2a 3a 4a 5a

1b 2b 3b 4b 5

1c 2c 3c 4c 5c

11a 12a 13a 14a 15

11b 12b 13b 14b 15

1d 2d 3d 4d 5

K L M N O

U V W X Y

A B C D E

A1 B1 C1 D1 E

A2 B2 C2 D2 E2

A3 B3 C3 D3 E3

11 12 13 14 15 16

21 22 23 24 25 26

1 2 3 4 5 6

1a 2a 3a 4a 5a 6a

1b 2b 3b 4b 5b 6b

1c 2c 3c 4c 5c 6c

11a 12a 13a 14a 15a 16a

11b 12b 13b 14b 15b 16b

1d 2d 3d 4d 5d 6d

K L M N O P

U V W X Y Z

A B C D E F

A1 B1 C1 D1 E1 F1

A2 B2 C2 D2 E2 F2

A3 B3 C3 D3 E3 F3

10

11 12 13 14 15 16 17 18 19 20

21 22 23 24 25 26 27 28 29 30

1 2 3 4 5 6 7 8 9

10a

1a 2a 3a 4a 5a 6a 7a 8a 9a

10b

1b 2b 3b 4b 5b 6b 7b 8b 9b

10c

1c 2c 3c 4c 5c 6c 7c 8c 9c

10d

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

1d 2d 3d 4d 5d 6d 7d 8d 9d

J

K L M N O P Q R S T

U V W X Y Z

A B C D E F G H I

J1

A1 B1 C1 D1 E1 F1 G1 H1 I1

J2

A2 B2 C2 D2 E2 F2 G2 H2 I2

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

10

11 12 13 14 15 16 17 18 19 20

21 22 23 24 25 26 27 28 29 30

1 2 3 4 5 6 7 8 9

10a

1a 2a 3a 4a 5a 6a 7a 8a 9a

10b

1b 2b 3b 4b 5b 6b 7b 8b 9b

10c

1c 2c 3c 4c 5c 6c 7c 8c 9c

10d

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

1d 2d 3d 4d 5d 6d 7d 8d 9d

J

K L M N O P Q R S T

U V W X Y Z

A B C D E F G H I

J1

A1 B1 C1 D1 E1 F1 G1 H1 I1

J2

A2 B2 C2 D2 E2 F2 G2 H2 I2

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

10

11 12 13 14 15 16 17 18 19 2

21 22 23 24 25 26 27 28 29 3

1 2 3 4 5 6 7 8 9

10

1a 2a 3a 4a 5a 6a 7a 8a 9a

10

1b 2b 3b 4b 5b 6b 7b 8b 9b

10

1c 2c 3c 4c 5c 6c 7c 8c 9c

10

11a 12a 13a 14a 15a 16a 17a 18a 19a 2

11b 12b 13b 14b 15b 16b 17b 18b 19b 2

1d 2d 3d 4d 5d 6d 7d 8d 9d

J

K L M N O P Q R S T

U V W X Y Z

A B C D E F G H I

J

A1 B1 C1 D1 E1 F1 G1 H1 I1

J

A2 B2 C2 D2 E2 F2 G2 H2 I2

J

A3 B3 C3 D3 E3 F3 G3 H3 I3

10

11 12 13 14 15 16 17 18 19 20

21 22 23 24 25 26 27 28 29 30

1 2 3 4 5 6 7 8 9

0a

1a 2a 3a 4a 5a 6a 7a 8a 9a

10b

1b 2b 3b 4b 5b 6b 7b 8b 9b

10c

1c 2c 3c 4c 5c 6c 7c 8c 9c

10d

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

1d 2d 3d 4d 5d 6d 7d 8d 9d

J

K L M N O P Q R S T

U V W X Y Z

A B C D E F G H I

J1

A1 B1 C1 D1 E1 F1 G1 H1 I1

J2

A2 B2 C2 D2 E2 F2 G2 H2 I2

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

10

11 12 13 14 15 16 17 18 19 20

21 22 23 24 25 26 27 28 29 30

1 2 3 4 5 6 7 8 9

10a

1a 2a 3a 4a 5a 6a 7a 8a 9a

10b

1b 2b 3b 4b 5b 6b 7b 8b 9b

10c

1c 2c 3c 4c 5c 6c 7c 8c 9c

10d

11a 12a 13a 14a 15a 16a 17a 18a 9a 20a

11b 12b 13b 14b 15b 16b 17b 18b 9b 20b

1d 2d 3d 4d 5d 6d 7d 8d 9d

J

K L M N O P Q R S T

U V W X Y Z

A B C D E F G H I

J1

A1 B1 C1 D1 E1 F1 G1 H1 I1

J2

A2 B2 C2 D2 E2 F2 G2 H2 I2

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

Note

: The letters correspond to several available features on the Multi-

Account Transfers page.