Creating a New Wire Transfer Template

On the Wire Transfer Templates page, select New Template.

The New Wire Transfer Template page appears.

In the Transfer From section, select an Account or Share, and then enter the Template Name.

In the Recipient section, enter the Name, and then enter the Address, City, State, Zip Code, and Description if applicable.

Enter the Bank Name, Bank RTN, and Account #.

Select a Type.

Enter the Intermediary Bank information if necessary.

Select Submit.