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Online Banking

Transfers User Guide

Desktop Transfers

You can 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:

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Immediate Transfers

Transfers to and from CCU accounts can be initiated and researched via the Transfers < Funds Transfer menu option

Screen capture of activity center menu highlighting funds transfer button

After the Funds Transfer page loads, you can create your transfer request.

Steps

  1. Select From account 
  2. Select To account
  3. Enter transfer Amount
  4. Select Frequency from dropdown as One Time Transfer
  5. Select Transfer Date as today date
  6. Enter Memo (optional)
  7. Click Transfer Funds
    Screen capture displays image of funds transfer screen highlighting from account, to account, amount, frequency, transfer date, and memo fields and transfer funds button
  8. Once submitted, a confirmation window will appear.
    a. It will list your From and To Accounts, the Amount, the Date and the Memo.
  9. If you would like review your transfer with more details, click Manage Transfer. It will take you to the Activity Center.
  10. Select Close, and the window will close, and you can start another transfer.
    Screen capture displays transaction processed
  11. You can confirm the transfer by going to Transfer -> Activity Center. Your transfer will be shown under Single Transaction.
    Screen capture displays transfers menu and activity center button

Future Dated Transfers

To schedule a transfer for one-time, future dated processing, follow these steps by going to Transfers < Funds Transfer menu option

Steps

  1. Select From account
  2. Select To account
  3. Enter transfer Amount
  4. Select Frequency from dropdown as One Time Transfer
  5. Select Transfer Date as a date in the future
  6. Enter Memo (optional)
  7. Click Transfer Funds
    Screen capture of funds transfer screen highlighting from account, to account, amount, frequency, transfer date, and memo fields and transfer funds button
  8. Once submitted, a confirmation window will appear. 
    a. It will list your From and To Accounts, the Amount, the Date and Memo will be shown.
  9. If you would like to edit any of the information, select Manage Transfer and it will re-direct to the Activity Center.
    Screen capture displays image showing transaction processed

Edit or Delete Future Dated Transfer

  1. You can verify the scheduled transfer by selecting Transfers-> Activity Center.
    a. Your transfer will be shown under Single Transactions.
  2. To edit a scheduled transfer, select the ellipsis to the right of the transfer.
    a. You can edit the From and To Accounts, Amount, Transfer Date and Memo.
  3. You can Cancel the transfer by clicking Cancel.
    a. A confirmation window will pop up, click Confirm.
    Screen capture displays activity center menu highlighting single transaction menu and transaction cancel and edit button

Recurring Transfers

To schedule a transfer as a recurring request, follow these steps by going to Transfers < Funds Transfer menu option 

Steps

  1. Select From account
  2. Select To account
  3. Enter transfer Amount
  4. Select Frequency from dropdown that is NOT One Time Transfer
  5. Select Start Date
  6. Select Repeat Duration
    a. Forever (Will never end)
    b. Until Date
         i. Pick a date you would like the recurring transfer to end
  7. Select Start Date (the date you would like the first transfer completed)
  8. Enter Memo (optional)
  9. Click Transfer Funds
    Screen capture displays image of funds transfer screen highlighting from account, to account, amount, frequency, start date, repeat duration, end date and memo fields
  10. Once submitted, a confirmation window will appear.
    a. It will list your From and To Accounts, the Amount, the Date, Memo and the Frequency of the transaction.
  11. If you would like to edit any of the information, select Manage Transfer and it will re-direct to the Activity Center.
    Screen capture displays recurring transaction authorized

Edit/Delete Recurring Transfer

You can verify, edit and delete the scheduled transfer by going to Transfers-> Activity Center. Your transfer will be shown under Recurring Transactions. To Edit or Delete your recurring transfer, follow these steps:

Steps

  1. Select Recurring Transactions tab
  2. Select the Action ellipsis on the right of the transfer
  3. To Edit your recurring transfer, click Edit Series
    a. Edit the From and To Accounts, Amount, Frequency, Start Date, Repeat Duration, End Date or Memo
    b. Then click Save
  4. To Delete your recurring transfer, Click Cancel Series
    a. A confirmation box will ask you to confirm your request, Click confirm
    b. Your recurring transfer will be cancelled
    Screen capture displays recurring transaction menu highlighting cancel series and edit series buttons

Mobile 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: Menu -> Transfers -> Funds Transfer

Screen capture highlighting Online banking menu button Screen capture of Transfers menu highlighting Funds Transfer button

Immediate Transfers

Transfers to and from CCU accounts can be initiated and researched via the Menu < Transfers < Funds Transfer menu option

Steps

  1. Select From account
  2. Select To account
  3. Enter transfer Amount
  4. Select Frequency from dropdown as One Time Transfer 
  5. Select Transfer Date as today date
  6. Enter Memo (optional)
  7. Click Transfer Funds
    Screen capture of funds transfer screen highlighting from account, to account, amount, frequency, transfer date, and memo fields and transfer funds button
  8. Once submitted, a confirmation window will appear.
    a. It will list your From and To Accounts, the Amount, Date and Memo.
  9. If you would like to see the details for the transfer, select Manage Transfer.
    Screen capture showing Immediate Transaction processed

Future Dated Transfers

To schedule a transfer for one-time, future dated processing, follow these steps by going to Menu < Transfers < Funds Transfer menu option

Steps

  1. Select From account 
  2. Select To account
  3. Enter transfer Amount
  4. Select Frequency from dropdown as One Time Transfer 
  5. Select Transfer Date as a date in the future
  6. Enter Memo (optional)
  7. Click Transfer Funds
    Screen capture of funds transfer screen highlighting from account, to account, amount, frequency, transfer date, and memo fields and transfer funds button
  8. Once submitted, a confirmation window will appear. 
    a. It will list your From and To Accounts, the Amount, Date and Memo. 
  9. If you would like to see the details for the transfer, select Manage Transfer.
    Screen capture displaying future transaction authorized

Recurring Transfers

To schedule a transfer as a recurring request, follow these steps by going to Menu < Transfers < Funds Transfer menu option  

Steps

  1. Select From account 
  2. Select To account
  3. Enter transfer Amount
  4. Select Frequency from dropdown that is NOT One Time Transfer
  5. Select Start Date
  6. Select Repeat Duration
    a. Forever (Will never end)
    b. Until Date
         i. Pick a date you would like the recurring transfer to end
  7. Select Start Date (the date you would like the first transfer completed)
  8. Enter Memo (optional)
  9. Click Transfer Funds
    Screen capture of funds transfer screen highlighting from account, to account, amount, frequency, start date, repeat duration, end date and memo fields and transfer funds button
  10. Once submitted, a confirmation window will appear. 
    a. It will list your From and To Accounts, the Amount, Date, Memo and Frequency. 
  11. If you would like to see the details for the transfer, select Manage Transfer.
    Screen capture of recurring transaction authorized

Edit Recurring Transfer

  1. To view, edit or cancel your Scheduled Transfers, go to the Menu -> Transfers -> Activity Center
    Screen capture highlighting activity center menu
  2. To view or edit the Recurring Transfer, click on the Recurring tab, then click the Action ellipse and click Edit Series 
    Screen capture highlighting recurring tab and edit series button on authorized funds transfer selection
  3. Update the information you wish to change for this transfer. Transfer Funds.
    Screen capture displaying edit recurring transfer screen highlighting transfer funds button
  4. Once Completed a confirmation window will open. 
    a. It will list the From and To Account, Amount, Date and Memo.
    Screen capture displaying edit recurring transfer transaction authorized

Cancel Recurring Transfer 

  1. To view, edit or cancel your Scheduled Transfers, go to the Menu -> Activity Center. 
  2. To Cancel the Recurring Transfer, click on the Recurring tab, then click the Action ellipse and click Cancel Series 
    Screen capture of activity center menu edit recurring transfer tab highlighting cancel series button
  3. An alert will be prompted asking if you are sure you want to Cancel the transfer. Select Confirm to Cancel.
    Screen capture of cancel transaction screen highlighting confirm button
  4. Once confirmed, you will receive an alert stating your transfer was successfully Cancelled.
    screen capture of transaction cancelled notification