17 / 68
17
Make a Transaction
Member to Member Transfer
In the
Transactions
tab, click on
Member to Member Transfer
.
1.
Choose whether you are making a one-time
Single Transfer
or if you would like
to
Link Account
to save the payee for future use.
2.
For a
Single Transfer
, use the drop-down to choose the
From Account
where
funds will be taken out of. If you wish to include a
Description
of your transfer, do
so in the provided box.
3.
Enter the information for the recipient. Be sure to update the account type to
match the entered share/loan ID.
4.
Click
Submit
.
5.
If you would like to link this account for future use, click
Link Account
on the first
window. Fill out the requested information, then click
Submit
.
6.
To review or cancel a Member to Member Transfer visit the Internet Banking
Activity menu.
Note
: Once the payee is linked, the company admin must set permissions
for deposit rights for each user/role that should deposit to this saved payee
in the future.