How To Setup a Scheduled Transfer Between Accounts (Desktop)

Payments & Transfers

This document covers how to set up scheduled transfers between accounts on the online banking platform.

  1. Navigate to the Make a Transfer tab.
  2. From the dropdown select which account to you wish to transfer From.
  3. Using the dropdown select which account you wish to transfer To.
  4. Enter the Amount.
    New transfer, payments and transfers, digital banking, Travis CU
  5. Use the Occurs dropdown menu to select the frequency of the transfer. Options include; Now, One time, Weekly, Every two weeks, Monthly, Quarterly, Annual.
    Schedule occurrence, , payments and transfers, digital banking, Travis CU
    Note: Set When you would like the transfer to occur.Schedule transfer between accounts, payments and transfers, digital banking, Travis CU
  6. Set When to end.
    Ending
  7. Optional, you can add a Memo to explain your transfer.
    Add a memo, payments and transfers, digital banking, Travis CU
  8. Select Review.
  9. If no edits need to be made, click Confirm.

Result: You have successfully scheduled a one-time or recurring transfer.

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