User Guides

Transfers

You are able to process and schedule transfers from one account to another quickly and securely within your online banking. To make an immediate transfer, schedule a future dated transfer or set up recurring transfers, log into your online banking and follow these steps:

Transfer Funds -> Manage Transfers

Screen capture highlights Transfer Funds, then Manage Transfers.

Below the blue Create/Edit a Transfer bar, you can create your transfer request. To make a transfer for immediate processing, enter your From Account from the dropdown, To Account from the dropdown, Amount, Scheduling Option- Immediate and Description, if desired. Submit.

Screen capture displays image of highlighted areas to enter your information and button to submit.

Once submitted, you will be prompted to review your transfer. Review your From and To Accounts, the Amount and the Scheduling Option. If you would like to edit any of the information, select Edit and you will re-directed to the previous page to make your changes. If you would like to cancel the transfer, select Cancel. If you would like to proceed with this Immediate Transfer, select Confirm.

Screen capture displays image of areas to review for your transfer.

Once confirmed, you will receive a message stating, “Your transfer has been successfully submitted". A confirmation number will be given.

Screen capture displays message stating your transfer has been successfully submitted and a confirmation number.

You can confirm the transfer by going to Transfer Funds -> Transfer Activity. Your transfer will be shown under Transfer History.

Screen capture displays transfer history.

To schedule a transfer for one-time, future dated processing, follow these steps by going to Transfer Funds -> Manage Transfer -> Create/Edit Transfer.

Enter your From Account from the dropdown, To Account from the dropdown, Amount, Scheduling Option- Future Dated, Transfer Date (the date you would like the transfer completed) and Description, if desired. You can also elect to receive an alert when your transfer is completed. By checking the box, you will receive an email to the email address on file with CCU when the transfer is processed. Submit.

Screen capture displays image of highlighted areas to complete to receive an alert when your transfer is completed.

Once submitted, you will be prompted to review your transfer. Review your From and To Accounts, the Amount, the Scheduling Option and the date chosen. If you would like to edit any of the information, select Edit and you will re-directed to the previous page to make your changes. If you would like to cancel the transfer, select Cancel. If you would like to proceed with this Future Dated Transfer, select Confirm.

Screen capture displays a prompt to review your transfer.

Once confirmed, you will receive a message stating “Your transfer has been successfully scheduled.”

Screen capture shows message saying your transfer has been successfully scheduled.

You can verify the scheduled transfer by going to Transfer Funds -> Transfer Activity -> Scheduled Transfers.

Your transfer will be shown under Scheduled Transfers. To edit the scheduled transfer, select the green edit icon to the right of the transfer. You can edit the Amount, Scheduling Option and Transfer Date. To change the From or To Accounts, please delete the scheduled transfer and submit a new request. To delete this scheduled transfer, select the red X to the right of the transfer.

Screen capture displays image of highlighted areas to choose to edit or delete a transfer.

To schedule a transfer as a recurring request, follow these steps under Transfer Funds -> Manage Transfer -> Create/Edit Transfer.

Enter your From Account from the dropdown, To Account from the dropdown, Amount, Scheduling Option- Recurring, Transfer Date (the date you would like the first transfer completed), Frequency (how often) and Description, if desired. When selecting the Frequency, also choose the end date, no end date or the number of transfers you want to occur. You can also elect to receive an alert when your transfer is completed. By checking the box, you will receive an email to the email address on file with CCU when the transfer is processed. Submit.

Screen capture displays image of highlighted areas to enter information to receive an email when the transfer is processed.

Once submitted, you will be prompted to review your transfer. Review your From and To Accounts, the Amount, the Scheduling Option, the Transfer Date (start date chosen) and the Frequency. If you would like to edit any of the information, select Edit and you will re-directed to the previous page to make your changes. If you would like to cancel the transfer, select Cancel. If you would like to proceed with this Recurring Transfer, select Confirm.

Screen capture displays image of highlighted areas to select button to Confirm.

Once confirmed, you will receive a message stating “Your transfer has been successfully scheduled.”

Screen capture shows message saying your transfer has been successfully scheduled.

You can confirm the scheduled transfer by going to Transfer Funds -> Transfer Activity -> Scheduled Transfers. Your transfer will be shown under Scheduled Transfers. To edit the scheduled transfer, select the green edit icon to the right of the transfer. You can edit the Amount, Scheduling Option, Transfer Date and Frequency. To change the From or To Accounts, please delete the scheduled transfer and submit a new request. To delete this scheduled transfer, select the red X to the right of the transfer.

Screen capture displays image of highlighted areas to edit or delete a scheduled transfer.

Transfers can also be processed and scheduled within your mobile app. To make/schedule a transfer within CCU’s mobile app, download the Consumers Credit Union mobile app on your Android or iPhone device. Log into your account using your User ID and Password and follow these steps:

Main Menu -> Transfers

Screen capture shows Transfers section on mobile app main menu.

Within your mobile app, you can make an immediate transfer, schedule a future dated transfer and set up recurring transfers by changing the Scheduling Option.

Screen capture shows Scheduling Options.

To make a transfer for immediate processing, enter your From Account from the dropdown, To Account from the dropdown, Amount, Scheduling Option- Immediate and Description, if desired. Submit.

Screen capture shows highlighted areas when making a transfer for immediate processing.

Once submitted, you will be prompted to review your transfer. Review your From and To Accounts, the Amount and the Scheduling Option. If you would like to edit any of the information, select Edit and you will re-directed to the previous page to make your changes. If you would like to cancel the transfer, select Cancel. If you would like to proceed with this Immediate Transfer, select Confirm.

Screen capture shows prompt to review your transfer.

Once confirmed, you will receive a message stating “Your transfer has been successfully submitted” and a confirmation number will be given.

Screen capture showing your transfer has been successfully submitted and a confirmation number.

To schedule a transfer for future dated one-time processing, follow these steps under Main Menu -> Transfers.

Screen capture shows highlighted areas for Main Menu, then Transfers.

Enter your From Account from the dropdown, To Account from the dropdown, Amount, Scheduling Option- Future Dated, Transfer Date (the date you would like the transfer completed) and Description, if desired. You can also elect to receive an alert when your transfer is completed. By checking the box, you will receive an email to the email address on file with CCU when the transfer is processed. Submit.

Screen capture show options for setting up a transfer

Once submitted, you will be prompted to review your transfer. Review your From and To Accounts, the Amount, the Scheduling Option and the date chosen. If you would like to edit any of the information, select Edit and you will re-directed to the previous page to make your changes. If you would like to cancel the transfer, select Cancel. If you would like to proceed with this Future Dated Transfer, select Confirm.

Screen capture shows prompt to review your transfer.

Once confirmed, you will receive a message stating “Your transfer has been successfully scheduled” and a confirmation number will be given.

Screen capture shows message saying your transfer has been successfully scheduled.

To schedule a recurring transfer, follow these steps under Main Menu -> Transfers.

Screen capture shows Main Menu, then Transfers option.

Enter your From Account from the dropdown, To Account from the dropdown, Amount, Scheduling Option- Recurring, Transfer Date (the date you would like the first transfer completed), Frequency (how often) and Description, if desired. When selecting the Frequency, also choose the end date, no end date or the number of transfers you want to occur. You can also elect to receive an alert when your transfer is completed. By checking the box, you will receive an email to the email address on file with CCU when the transfer is processed. Submit.

Screen capture highlights account options to set up recurring transfer

Once submitted, you will be prompted to review your transfer. Review your From and To Accounts, the Amount, the Scheduling Option, the date chosen and the Frequency. If you would like to edit any of the information, select Edit and you will re-directed to the previous page to make your changes. If you would like to cancel the transfer, select Cancel. If you would like to proceed with this Recurring Transfer, select Confirm.

Screen capture shows message to review following transfer.

If you select Confirm, you will receive a message stating “Your transfer has been successfully scheduled” and a confirmation number will be given.

Screen capture shows message stating your transfer has been successfully scheduled

To view, edit or cancel your Scheduled Transfers, go to the Main Menu -> Scheduled Transfers.

Screen capture highlights mobile app Main Menu, then Scheduled Transfers.

To view or edit the scheduled transfer, click on the transfer details.

Screen capture shows Scheduled Transfers.

Update the information you wish to change for this transfer. Submit.

Screen capture shows options to make a transfer and button to submit.

Confirm your changes.

Screen capture highlights button to confirm your changes.

Once confirmed, you will receive a notice stating the transfer has been successfully changed and the changes shown under Scheduled Transfers.

Screen capture shows notice stating the transfer has been successfully changed.

To change the From or To Accounts, please delete the scheduled transfer and submit a new request. To delete a Scheduled Transfer, select the red X to the right of the transaction.

Screen capture highlights area to select the red X

An alert will be prompted asking if you are sure you want to delete the transfer. Select OK to delete.

Screen capture image confirming if you are sure you want to delete the transfer.

Once confirmed, you will receive an alert stating your transfer was successfully deleted.

Screen capture shows alert stating your transfer was successfully deleted.