Scheduled Transfers

The Scheduled Transfers page lists summary data describing each scheduled future or recurring transfer. To access this page, click the Transfer Funds tab at the top of any Online Banking page followed by the Scheduled Transfers navigation link.

When the Scheduled Transfers page displays, the total number of scheduled transfers displays in parentheses next to the Scheduled Transfers navigation link. The Freq column displays either One Time for One Time in the Future transfers or a specific frequency (such as Weekly or Monthly) for Recurring transfers. The total number of recurring transfers remaining displays in parentheses if this number is greater than one.

If multiple pages of transfers are available, use the page controls at the bottom of the page to move backward or forward between pages, enter a specific page to display, or change the number of transfers listed on each page.

On the Scheduled Transfers page, you can perform any of the functions described in the following sections:

  1. Click any column header to sort transfers by the data in the column. For example, click the Amount header to sort transfers by the values in the Amount column. The direction of the sort (ascending/descending) is indicated by the up/down indicator next to the header.

  2. To change the direction of a sort, click the column header again.

    3. Note: When a column header is initially clicked to sort transfers by the data in the column, transfers are sorted in ascending order. If the header is clicked again, transfers are sorted in descending order.

Not all scheduled transfers can be changed. If a transfer cannot be modified, the name in the From (Account) column does not display as a link.

  1. Click the link displayed for the transfer in the From (Account) column.

  2. The initial (Step 1) page used to set up the transfer displays with the transfer details. Change any of the details as appropriate and continue with the transfer setup procedure.

    3. Note: You may also review the transfer details and click Cancel to return to the Scheduled Transfers page.

When a recurring transfer is deleted, all remaining occurrences set up for the transfer will also be deleted.

  1. Click the trash can icon displayed in the From (Account) column for the transfer.

  2. When the Confirmation pop-up box displays, click YES-DELETE to confirm the deletion or NO to stop it.

  1. Click the Print icon at the top or bottom of the page.

  2. When the Confirmation pop-up displays, select the Current Page or the All Pages option to print only the current page of transfer data or all the transfer data.

  3. Click Print to print the requested data or Cancel to return to the Scheduled Transfers page.

  1. Click the Export icon at the top or bottom of the page.

  2. On the Export Options pop-up, select the format to which you want to export the transfer data and click Continue. Note that your financial institution defines which formats you can use.

  3. When the Export To … pop-up displays, choose the option to either export the transfer data listed on the current page or all the transfer data, then click Export. You may also click Cancel to exit the pop-up without exporting data.

  4. A File Download window displays prompting you to open or save the export file to your workstation.

One-time and recurring future-dated transfers may be scheduled via mobile devices. Once scheduled, the future-dated transfers display as pending transfers on mobile devices and in Online Banking.

Pending one-time and recurring future-dated transfers can be deleted in the Mobiliti application, but they cannot be edited in the application.