Help Documentation

Upcoming Transfers

Overview
You can view, edit and cancel UPCOMING TRANSFERS. Transfers scheduled for the current date can be viewed at the top of the Upcoming Transfers section. Future dated transfers will appear in ascending date order following any current date transfers. You can edit or cancel certain upcoming transfers, depending on the status.
Actions
To view details of a completed or upcoming transfer, click on the transfer. A new window will appear displaying all details regarding the transfer.

To edit future dated transfers, click EDIT to the right of the transfer you want to change. A new window will appear and you will have the option to edit the MEMO, AMOUNT and WHEN fields. Once the desired changes have been made, select CONTINUE, or CANCEL to cancel the dialog. A new window will appear displaying your request. Select SUBMIT to complete the changes, BACK to edit the transfer or CANCEL to cancel the changes. Once SUBMIT is selected, you will see a confirmation page indicating the transfer was successfully edited.

To edit future dated recurring transfers (identified by Recurring)click EDIT to the right of the transfer you want to change. A new window will appear displaying the details of the transfer and the options to edit the MEMO, AMOUNT and WHEN fields. You will also have the option to edit only this occurrence of the recurring transfer or edit all future recurring transfers. Once the desired changes have been made, select CONTINUE, or CANCEL to cancel the dialog. A new window will appear displaying your request. Select SUBMIT to complete the changes, BACK to edit the transfer or CANCEL to cancel the changes. Once SUBMIT is selected, you will see a confirmation page indicating the transfer was successfully edited.

To cancel future dated transfers, click CANCEL to the right of the transfer you want to delete. A new window will appear and you will have the option to either decide not to cancel the transfer or proceed with cancelling it. Once SUBMIT is selected, you will see a confirmation page indicating the transfer was successfully cancelled.

To cancel future dated recurring transfers Recurring , click CANCEL to the right of the transfer you want to delete. A new window will appear displaying the details of the transfer. You will have the options to decide not to cancel the transfer, only cancel this occurrence of the recurring transfer or cancel all future recurring transfers. Click the button to the left of the sentence indicating if you would like to cancel either this occurrence of the recurring transfer or cancel all future recurring transfers and click CONTINUE, or CANCEL to cancel the dialog. Once SUBMIT is selected, you will see a confirmation page indicating the transfer was successfully cancelled.

To view details of a Recurring Transfer, click on the transfer you wish to view. A new window will appear displaying all details regarding the transfer.

Tip
If a transfer has already occurred and cannot be edited, Complete displays with a padlock symbol to the right of the transfer.

Be aware that funds transferred before 9pm CT are available and posted the same day. Funds transferred after 9pm CT are available but posted the following night and will not cover debits and checks that may post to your account.