How To Make a One Time
or Single Transfer on Mobile

Payments & Transfers

This document shows you how to make a one time or single transfer on Mobile.

  1. On your mobile device click on the Transfer tab.
    Transfers tab, payments and transfers, digital banking, Travis CU
  2. Select Transfer Between Accounts.
    Transfer between accounts, payments and transfers, digital banking, Travis CU

Manage

  1. From the dropdown select which account to you wish to Transfer From.#
  2. Using the dropdown select which account you wish to Transfer To.
  3. Enter the Amount.
    Enter the amount, payments and transfers, digital banking, Travis CU
  4. Use the Occurs dropdown menu to select the frequency of the transfer. Options include; Now, One time, Weekly, Every two weeks, Monthly, Quarterly, Annual.
    Note: If you selected Now, you would not see this option and the transfer will occur once it is submitted.
    Note: For One Time transfers you will need to select When the transfer will occur.
    Schedule occurrence, payments and transfers, digital banking, Travis CU
    • If you select any option besides Now, you will be prompted to create an Ending for the transfer. You can select Never, After a number of payments, or on a specific date.
      Select frequency, payments and transfers, digital banking, Travis CU
  5. Select the date you wish the transfer to Start On.
  6. You can enter a Memo.
    Enter a memo, payments and transfers, digital banking, Travis CU
  7. Select Review.
  8. If no edits need to be made, click Confirm for one-time transfers or Schedule for recurring transfers.

Result: You have successfully transferred money between TCU accounts.

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