This video will walk you through all of the services under our “Move Money” tab.
Video Transcript
0:06
Let’s go over Move Money.
0:08
When you select Move Money, you have the option to make a transfer or payment, pay bills, send money to another member, or view scheduled transfers and payments.
0:16
Let’s select Make a Transfer.
0:19
When you’re on the Make a Transfer screen, you can choose which account you like to move money from and which account you like to move money to.
0:29
Next, you have the schedule, so you could go ahead and select the transfer date and the frequency.
0:35
Let’s go ahead and keep it at once for right now.
0:44
Next, you have payment details.
0:47
That’s where you can enter the amount you would like to send.
0:51
After you enter the amount, you also have the option to add a memo.
0:56
Beneath the add memo, you have the option to clear all your fields or continue.
1:01
When you hit continue, you have the option to discard your transfer, edit your transfer, or submit your transfer.
1:10
So let’s go ahead and hit continue and submit that transfer.
1:18
The next option is bill pay.
1:20
If you wish to set up bill pay, you’ll go ahead and select that option.
1:26
Let’s go over sending money to another member.
1:29
When you select Send Money to Member, you’ll have the option to select which account you’d like to send money from and who you would like to send it to.
1:38
If you already have an existing recipient, you can look through your contacts.
1:43
If not, you could go ahead and add one.
1:46
First, enter the recipient’s name, then enter the recipient’s account number.
1:54
You’ll then have the option to save 2 contacts.
1:59
Under schedule you have the option to select a transfer date, the frequency under payment details.
2:13
Go ahead and enter that amount and if you’d like, you could add a memo.
2:27
Once you hit continue, your move money will be complete.
2:33
Let’s review the scheduled transactions and payments.
2:38
When you select scheduled transaction and payments, you’ll bring up your activity could select history and it’ll show you previous transactions.
2:46
If you select A specific transaction, it’ll show you key details like from what account you’re transferring from and which account you’re transferring to.
2:56
That is your Move Money tab.
Let’s go over Move Money.
0:08
When you select Move Money, you have the option to make a transfer or payment, pay bills, send money to another member, or view scheduled transfers and payments.
0:16
Let’s select Make a Transfer.
0:19
When you’re on the Make a Transfer screen, you can choose which account you like to move money from and which account you like to move money to.
0:29
Next, you have the schedule, so you could go ahead and select the transfer date and the frequency.
0:35
Let’s go ahead and keep it at once for right now.
0:44
Next, you have payment details.
0:47
That’s where you can enter the amount you would like to send.
0:51
After you enter the amount, you also have the option to add a memo.
0:56
Beneath the add memo, you have the option to clear all your fields or continue.
1:01
When you hit continue, you have the option to discard your transfer, edit your transfer, or submit your transfer.
1:10
So let’s go ahead and hit continue and submit that transfer.
1:18
The next option is bill pay.
1:20
If you wish to set up bill pay, you’ll go ahead and select that option.
1:26
Let’s go over sending money to another member.
1:29
When you select Send Money to Member, you’ll have the option to select which account you’d like to send money from and who you would like to send it to.
1:38
If you already have an existing recipient, you can look through your contacts.
1:43
If not, you could go ahead and add one.
1:46
First, enter the recipient’s name, then enter the recipient’s account number.
1:54
You’ll then have the option to save 2 contacts.
1:59
Under schedule you have the option to select a transfer date, the frequency under payment details.
2:13
Go ahead and enter that amount and if you’d like, you could add a memo.
2:27
Once you hit continue, your move money will be complete.
2:33
Let’s review the scheduled transactions and payments.
2:38
When you select scheduled transaction and payments, you’ll bring up your activity could select history and it’ll show you previous transactions.
2:46
If you select A specific transaction, it’ll show you key details like from what account you’re transferring from and which account you’re transferring to.
2:56
That is your Move Money tab.