Before you begin:

You must have permission to initiate a transfer.
You must have permission to both the sending and receiving accounts.

Here’s how to transfer between accounts:

Select Transfers > Transfer from the top menu.
Select the Transfer from membership and account.
Select the Transfer to membership and account.
Enter the Amount and an optional description.
Select Scheduling to choose when the transfer executes. The default is a one-time transfer today. Options include once, weekly, biweekly, semi-monthly, monthly, or custom frequency with a start date and end date.
Select Continue to review, then Continue again to confirm and send the transfer.

More transfers

Viewing scheduled transfers (Commercial)

See and manage transfers you have already scheduled across your account groups. Get step-by-step instructions to find them.

Transfer between USD and CAD (Commercial)

Move money between accounts of different currencies. Get step-by-step instructions and learn how the system applies limit rules using CAD conversion rates.