Frequently-Asked Questions : Transferring Funds

Setting up a one-time transfer to occur at a future date

If you would like to transfer funds from one account to another one time only at a future date, follow these steps:

  1. From your dashboard, select “Transfers” located on the left-hand side of the page.
  2. Select the tab labeled “Classic.”
  3. Choose an option in the “From Account” and “To Account” drop downs.
  4. Enter in the amount you would like transferred.
  5. Select the date you would like your transfer to occur.
  6. Choose when to transfer the amount in the “Frequency” drop down.
  7. Read through everything on the screen to make sure the settings and amounts are correct.
  8. Click the “Submit Transfer” button.