FAQs

Go to Transfer & Pay > Transfers from the dashboard.

One-time immediate, future-dated, recurring transfers, and loan payments.

Yes, after linking the external account via instant verification or trial deposits.

Select Frequency and End Date when creating the transfer.

Minimum Due, Current Balance, Last Statement Balance, Standard, Payoff, Other, Principal Only, Escrow Only.

Yes, optional memo field is available for most transfers.

Use the Schedule tab to edit, skip, or cancel future transfers.

Under the Activity tab.

Yes, limits vary by account type and package. Check Transfer Policy & Limits link.

Click Link an External Account from the dashboard or Add Account in Transfers. You can link instantly using credentials or manually via trial deposits.

You can still link the account manually by entering routing and account numbers and verifying trial deposits.

For security, you’ll receive a one-time Multi-Factor Authentication (MFA) code before completing the linking process.

Go to Settings > Accounts, find the pending account, and enter the two deposit amounts.

Yes, for transfers. You’ll need the recipient’s last name and account details. They’ll receive an email notification.

Yes. When linking, select Save for Future Use.

On the app, choose “Deposit Checks” from the bottom menu. If this is your first mobile deposit, accept the disclosure. Select the deposit account, enter the amount, then click “Front of Check” and “Back of Check” to take photos. Click “Submit Deposit” to complete the deposit.

You can view your past bill history by selecting “History” from the menu at the top of the page.