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.