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

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.

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.

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

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

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.

Once confirmed, you will receive a message stating “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.

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.

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.

Once confirmed, you will receive a message stating “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.

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

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.

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.

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.

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

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

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.

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

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

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.

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.

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

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

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

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

Confirm your changes.

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

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.

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

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