Transfer money electronically between accounts (Xfer)

Transfer money electronically between accounts (Xfer)

Can I do this with any financial institution?

If you have Direct Statements (A Direct Financial Service that allows you to download online statements directly and securely from your financial institution, and depending on your financial institution, transfer money electronically between accounts.) enabled for multiple accounts at the same financial institution (Bank, brokerage house, and credit card provider.), you might be able to transfer money between these accounts. Support for electronic transfers (Xfers), however, depends on your financial institution.

1 Go to the Account Register you want to transfer money from.

How?

1 On the navigation bar (The strip at the top of the Money screen where you can click to go to the different areas in Money.), click Accounts.

2 At the top of the left pane, click the down-arrow

, and then click the account you want.

If you don't see the account you want, look for it under Other Open Accounts or Closed Accounts.

2 At the bottom of the screen, click the Transfer tab.

3 Fill in the transfer information as you normally would, except in the Number list, click Electronic Transfer (Xfer).

In the register, a lightning bolt and an open envelope appear in the Number field next to the word "Xfer."

4 Send the Xfer request to your financial institution.

How?

1 On the navigation bar (The strip at the top of the Money screen where you can click to go to the different areas in Money.), click Online.

2 Double-click the bank with the accounts you are transferring money to and from.

3 In the left pane, click Connect.

4 Click the Connect or Send Payments button (whichever appears), and follow the instructions on the screen.

Can I transfer money to an account not set up for Direct Statements?

Yes. Just enter an electronic payment (Epay) to yourself at that account.

How do I create an electronic payment (Epay)?

How do I review and send banking instructions to my financial institution?

Will my electronic transfer (Xfer) happen on the exact date I specify?

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