Shore United Bank Online & Mobile Banking User's Guide

» Single Book Transfers The transfer of funds from one deposit account to another at the same financial institution is a Book Transfer . Complete a variety of functions from one screen, start by selecting Schedule Single Transfer, Schedule Multiple Transfer, Schedule Loan Payment and more from the Transfers Tab. You may also use the Cash Management menu selecting from the Book Transfers panel to see Pending Transfers, History, Schedule Single Transfer, Schedule Multiple Transfers and Transfer Templates.

1 Utilize the I want to menu to complete a loan payment. 2 Enter all pertinent information for scheduling a single or recurring book transfer, including the participating accounts, amount, frequency and transfer dates. 3 To complete the transfer, click Transfer . 4 Pending transfers are displayed to the right of the transfer scheduling window. Select an entry or utilize the I want to menu to view, edit or cancel a pending transfer. 5 Select a recent transfer entry to view transfer details by clicking on the highlighted account name. 6 To view book transfer history, click View Transfer History .

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