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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.
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K L M N O P
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A3 B3 C3 D3 E3 F3 G3 H3 I3
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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
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10
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10
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10
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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
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0a
1a 2a 3a 4a 5a 6a 7a 8a 9a
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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
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10a
1a 2a 3a 4a 5a 6a 7a 8a 9a
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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.