Can I make monthly transfers from my Credit Union checking to another financial institution?

You are able to set this up by logging onto your account through Digital Banking via Desktop or our Mobile app.

Desktop:

1. Login to Digital Banking.
2. Scroll to the bottom of the page and locate the “Link External Accounts Area”
3. Select “Get Started”
4. Choose the preferred option:
   • Add an External Account (This will require your credentials from the other Financial Institution and results in a quicker connection)
   • Manually Add an External Account (This will require your account number and routing number from the other financial institution and require to verify test deposit amounts in 3-5 days)
5. Once linked successfully, if you have used your credentials, you will have instant access to transfer money.
6. If you have used the manual connection, please check with your other Financial Institution within 3-5 days for the small deposit amounts received.
   • You will need to navigate back to Digital Banking and in the “Settings” menu, select “Accounts” and confirm the amount of the test deposits.
7. Once your account is added, you can navigate to “Transfers & Pay” and via “Make a Transfer” your added account will now be a destination account to send to or receive from.
8. You are also able to configure how much and when (Frequency) amounts will be sent.

Mobile App:

1. Login to Digital Banking.
2. Navigate to the “Transfer button at the bottom of the app.
3. Select the “Add Account” button to the right hand side.
4. Choose the preferred option:
   • Add an External Account (This will require your credentials from the other Financial Institution and results in a quicker connection)
   • Manually Add an External Account (This will require your account number and routing number from the other financial institution and require to verify test deposit amounts in 3-5 days)
5. Once linked successfully, if you have used your credentials, you will have instant access to transfer money.
6. If you have used the manual connection, please check with your other Financial Institution within 3-5 days for the small deposit amounts received.
   • You will need to navigate back to Digital Banking and in the “Settings” menu, select “Accounts” and confirm the amount of the test deposits.
7. Once your account is added, you can navigate to “Transfers” and select “Make a Transfer” your added account will now be a destination account to send to or receive from.
8. You are also able to configure how much and when (Frequency) amounts will be sent.

You may also use Zelle to transfer funds.