Thanks to our online banking portal, it is now easier than ever to transfer money between your existing Amplify accounts. In this section, we will discuss how to set up a one-time transfer or recurring transfer in online banking. We will also explain how to cancel a recurring transfer in the online banking activity center.
Key Takeaways:
- You can transfer money between Amplify accounts using the Make a Transfer feature in online banking.
- You can also schedule recurring transactions by selecting frequency of the transfer.
- Recurring transfers can be canceled in the Activity Center in online banking.
How do I make a transfer between Amplify accounts?
To make a transfer, follow the steps below.
- Click the Transactions dropdown in the online banking menu.
- Click Make a Transfer.
- Input the required information, including the accounts, amount, and transfer date.
You also have the option of adding a personal memo in online banking related to this transfer. This memo will appear on your monthly statements, making it easier for you to track your activity between accounts.
How do I schedule a recurring transfer between Amplify accounts?
If you anticipate a regular transfer request between accounts - such as a biweekly payroll deposit that needs to be split between a checking and savings account - you can also schedule recurring payments. When you visit the Make a Transfer screen, you can choose the frequency of the transaction from the list below:
- One-time transfer
- 1st of the month
- Last day of the month
- 1st and 15th of the month
- 15th and last day of the month
- Weekly
Once a recurring transfer has been set, you will need to cancel that recurring transfer to avoid future transactions.
How do I edit or cancel existing recurring transfers?
If you wish to make changes to your recurring transfers, you can do so using our online banking activity center.
- Click the Transactions dropdown in the online banking menu.
- Click Online Activity.
- Click the Recurring tab above the transaction list.
- Click the vertical ellipses button (⋮) for the Cancel Series and Edit Series options.
You can view your current list of recurring transfers at any time by visiting the Online Activity screen.