Transferring Funds

On the accounts summary page, select Account or Share Options.

Select Transfer Funds To or Transfer Funds From.

The Transfer Funds dialog box appears.

Select a From and To account.

When transferring funds to a non-affiliated account, you may be asked to enter identifying information about the recipient, such as the recipient's name. If your answer does not match our records, your transfer is not accepted.

Enter the amount you want to transfer.

Enter a Memo, if applicable.

Select the Frequency, and then select Continue.

If everything is correct, select Confirm.

Select Print to print the transfer, and then select OK.