Personal Banking Website: On the Move Money (Transfer) screen, choose the account you would like to transfer From, then select the account you would like to transfer To. Choose the Date for the transfer, then check the box for Repeat Transfer. A pop-up box will ask you to select the frequency for the transfer, when to begin the transfer, and when to end (until you cancel, on a certain date, or after a certain number of transactions). Click Save, then enter the Amount that you would like to transfer, then click the Make Transfer button.
Personal App: At the bottom of the app screen, tap on the Make a Transfer button, then click the SCHEDULE tab at the top of the screen. Tap the Plus button to add a new Scheduled Transfer, then choose the From account and To account. Enter the Amount you would like to transfer, then pick the Frequency (every year, every monthly, every 2 weeks, etc.) and Date to start your recurring transfer, then tap the Done button.
Business Banking Website: On the Move Money (Transfer) screen, first choose the business name for the From account, choose the account you would like to transfer From, then select the business and account you would like to transfer To. Choose the Date for the transfer, then check the box for Repeat Transfer. A pop-up box will ask you to select the frequency for the transfer, when to begin the transfer, and when to end (until you cancel, on a certain date, or after a certain number of transactions). Click Save, then enter the Amount that you would like to transfer, then click the Make Transfer button. Please see the attached Business website - Scheduled Transfers help guide for further assistance.
Business App: Scheduled Transfers are currently not supported by the business banking app. Please use a browser to log into your Business Online Banking.