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 "Funds Transfer" tool in online banking.
• You can also schedule recurring transactions by selecting the "Make this a recurring transfer" box on the transfer.
• Recurring transfers can be canceled in the "Activity Center" in online banking.

How do I make a transfer between Amplify accounts?

To transfer money between Amplify accounts, you will need to use the Funds Transfer tool in online banking.

First, click on the Transactions feature in the online banking sidebar. This will reveal a list of potential transactions. Then, click on the Funds Transfer button. This will take you to a transfer screen that includes your transfer-to and transfer-from Amplify Credit Union accounts. Select these accounts and the amount you wish to transfer, as well as the date you would like the transfer to occur.

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.

Follow the above steps to access and complete the Funds Transfer form in online banking. This time, however, be sure to check the Make this a recurring transaction box adjacent to the transfer amount. This will provide you with additional fields, including a dropdown with the transfer frequency ("First of the month," "Last day of the month," etc.) and a start and end date for the recurring transfer. You can also select the "Repeat Forever" box to schedule these transfers indefinitely.

How do I cancel existing recurring transfers?

If you wish to make changes to your recurring transfers, you can do so using our online banking activity center.

First, click on the Transactions feature in the online banking sidebar. This will reveal a list of potential transactions. Then, click on the Activity Center button. This will take you to a menu where you can review your individual transactions, recurring transactions, and your mobile deposits.

To cancel a recurring transfer, simply select the Recurring Transactions tab at the top of the screen. There you will see all active recurring transfers. Select the "Actions" dropdown menu on the recurring transfers you wish to cancel. Select Cancel Series, and your existing recurring transfer will be made inactive.

How do I change existing recurring transfers?

Unfortunately, you cannot edit existing recurring transfers in online banking. To make changes to the amount or destination of a recurring transfer, simply cancel the existing transfer and create a new one in the Funds Transfer tool.