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User Help

Pending Funds Transfers

Pending Funds Transfers shows any upcoming transfers you have set up. To view the details of the transfer, edit the transfer, skip or delete the transfer, or delete the recurring series, click on the transfer "Edit/Cancel" link.

Pending Transfer Details

From this page you can do the following:
  • View transfer details
  • Edit the next transfer in your recurring transfer series
  • Delete the next transfer in your recurring transfer series
  • Delete this transfer and all of its remaining occurrences
To edit this transfer:
  • Click “Edit the next transfer in your recurring transfer series”
  • Make your changes
  • Click “Continue”
  • Confirm the request and click “Submit”
To cancel the next transfer in a recurring transfer series:
  • Click “ Delete the next transfer in your recurring transfer series”
  • Click “Continue”
  • Confirm the request and click “Submit”
  • Note: this will cancel one scheduled transfer, reducing the total number of transfers in the series by one.
To cancel this transfer and all of its remaining occurrences:
  • Click “Delete this transfer and all of its remaining occurrences”
  • Click “Continue”
  • Confirm the request and click “Submit”
You may also choose to “Cancel” or go “Back” to the previous screen.