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How do I set up a recurring transfer in Digital Banking?

From a Web Browser
To make a recurring transfer, start by clicking the Transfer icon in the My Accounts section of your Digital Banking homepage or click on the Move Money tab, and select Make a Transfer.

Here you can select the accounts and date, and type in the amount you would like to transfer.

To create a recurring transfer, check the Repeat box next to the date.

Select the frequency, date and duration of your recurring transfers and click Save.

Your recurring transfer frequency will be displayed next to the Repeat box. Click the link if you would like to edit the schedule details, or click Schedule transfer to save.

To view your upcoming scheduled transfers, just hover over Move Money in the main navigation and click View scheduled transfers.

The Scheduled Transfers page will display all scheduled transfers, and allow you to make a transfer or cancel a previously scheduled transfer.

You have the option to include a message, you may do so in the Memo section.

Click Make Transfer.

Take a moment to verify that your transfer details are correct, then click Confirm.

Once you have confirmed, we’ll let you know that your transfer is complete. Now you can choose to Print this receipt, Make another transfer, or Exit by clicking Go to My Accounts.

On the Mobile App
Recurring transfers can be viewed and cancelled in the Mobile App, but can only be setup and maintained from a web browser.

  • To view or cancel a recurring transfer in the mobile app, tap Transfers.
  • Tap Schedule.
  • If you wish to cancel, tap Scheduled Transfer and then Cancel Transfer.
  • Tap Yes to confirm.