Previous Page  37 / 118 Next Page
Information
Show Menu
Previous Page 37 / 118 Next Page
Page Background

37

If you have chosen to enter a new transfer template without creating a schedule:

1

To create a new transfer template, click the

Add a template

link.

2

To include additional information for an existing template, select the desired template(s).

To review template details, as well as edit, copy or delete the template, click the

Template Name

link.

3

Click

Continue

to proceed.

4

If you would like to schedule a transfer using either this new template or a different one,

select the appropriate link.

5

To edit this template, simply click

Edit template

.

6

Enter the amount of the transfer template in the space provided.

7

Click

Continue

to proceed.

Transfers and Payments: Multiple Account Transfer

Transfer Money // Manage Templates

Complete multiple transfers without a schedule, or create a template to schedule

future transfers.