Auto Loans - Get on your way fast.

Scheduled Transfer

Scheduled transfers are part of the many great features of eBranch. Using this option will allow you to setup a transfer for a future date. As an added benefit, you will also receive an email notification to let you know that you transfer was successful.

From this screen, you can see all the information on your scheduled transfers. If you do not have any transfers setup, you can add a new transfer by selecting "Add".

Using Scheduled Transfer is an easy step by step process. Learn about:

To add a scheduled transfer:

  • Click Add - The Add Scheduled Transfers screen will appear.
  • Enter the amount of the transfer and select the From Account and the To Account from the appropriated drop-down lists.
  • You can enter a note in the memo field to better identify your transfer.
  • Select the Start Date by either typing the date in the field provided or by using the calendar icon next to the date field.
  • Select the Frequency of the Transfer - depending on your selection, you may have to choose the particular recurring dates.
  • Enter the number of transfers in the field provided. You can choose from 0 to 400 transfers.
  • In the Email Notification To field, type in the Email address where you want to receive notification of success or failure with each scheduled transfer attempt. If you have previously provided an email for eBranch, your email will automatically show in this field
  • Type in your custom Email message to help identify you successful transfer. We recommend that you not include account numbers, social security numbers or any other confidential information in this email.
  • Once you have entered the above information, click Save Transfer to complete the scheduled transfer. You may also select "Clear" to start over.
  • If you choose to save the transfer, a confirmation screen will appear. If the information is correct, click Confirm Transfer to accept. You may click cancel to discard the transfer.
  • If you confirmed your transfer, the information will now appear on the Scheduled Transfer Summary screen.

To edit a scheduled transfer:

  • From the Scheduled Transfers screen, click the Edit link located on the right side of the transfer you wish to edit. The Edit Scheduled Transfer screen will appear with the current transfer information displayed.
  • Add or modify the information as needed. Click Reset to return the field to the original entry, or click Cancel to return to the Scheduled Transfer Summary screen.
  • Once you have finished editing your transfer, click Save Transfer to save your changes.

To delete a scheduled transfer:

  • From the Scheduled Transfers screen, click the Delete link located on the right side of the transfer you wish to delete.
  • The Delete Scheduled Transfer screen will appear with the current transfer information displayed.
  • Click Delete to delete the transfer or Cancel to keep the current transfer.
  • If you select Delete, the delete confirmation screen will appear prompting you that the payment transfer is about to be deleted.
  • Click Delete once again to complete the deletion, or click the Cancel button to abort this deletion and return to the Schedule Transfer screen.

Failed Transfer Messages

If a transfer fails to process, an Email message will be sent to you if you entered your Email address in the Email Notification To field when scheduling the transfer. In addition the Email message, a Reason for the Failure message will appear to describe why the failure occurred.

Your transfer may not be successful for the following reasons:

  • The From account may be overdrawn
  • The To/From accounts may not allow transfers
  • The transfer amount exceeds the amount that your financial institution allows.

If you feel that you have received a failed transfer notice in error, please contact us.