External Transfers

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Savings
CDs

Ongoing Funding and External Transfers

How to add external accounts

 

  1. Click the hamburger menu icon in the upper left of the screen, then select Transfers
  2. Select Transfer to other institution by adding an external transfer account
  3. Select +Add external account
  4. For security, you will need to enter your online bank password, then click Submit
  5. Enter a nickname for your external account in the Account name field, then fill in the Routing number and Account number and finally select the appropiate Account type (Checking or Savings), then click Submit
  6. You will see a "Deposits sent" message with additional details regarding the micro deposits that have been sent to your external account, click Done
  7. You will see a screen to enter the micro-deposits from your external account, simply click the back arrow in the upper left corner

How to verify your external account

 

  1. Once you receive the micro-deposits to your external account - simply login, select the hamburger menu icon in the upper left of the screen, select Transfers
  2. Select Transfer to other institutions by adding an external transfer account (while micro-deposits are pending, you will see an orange circle with a number next to this option)
  3. Select the external account you are verifying micro-deposits for
  4. Enter the deposit amounts, then click Confirm

 

You have now successfully added your external account!