Transfer Money Between Accounts

• Log in to cuAnywhere® Online Banking
• Navigate to Make a Transfer:
  • Move Money > Make A Transfer

• Select the From Account
• Select the To Account
• Linked non-Advancial accounts will also be available for selection

• Enter the transfer amount
• Select when the transfer should occur
• Enter an optional transfer description
  Note: If you selected Now under Schedule Execution, click Submit to complete your transfer

• To schedule a future or recurring transfer, select how often the transfer should occur

• Select the day the transfer should occur
• Enter an optional email address to receive transfer notifications
• Click Submit

• A confirmation screen appears, indicating the transfer was successfully submitted

To modify scheduled transfers:

• Select View/Edit Scheduled Transfers
• Select the scheduled transfer you would like to edit

• Use the available options to modify the scheduled transfer

• Log in to the Advancial Mobile App
• Navigate to Transfers
  • Move Money > Transfers

• Select Make a Transfer

• Select the From Account
• Select the To Account
  • Linked non-Advancial accounts will also be available for selection
• Enter the Amount of the transfer
• Select the Frequency of the transfer
• Select Transfer when completed 

• A confirmation screen will pop up indicating the transfer has been successfully submitted
• Select OK to exit

• To view your previous transfers, select Transfer History