View, Change or Delete Future or Recurring Transfers

Future and recurring transfers are listed in the "Scheduled Transfers" tab of the Transfer Activity page.  You can view all accounts at once, or filter by a specific account to view. Future and scheduled transfers can be modified or deleted until 4am CST on the transfer date.

Modify a Future or Recurring Transfer

  1. Navigate to Transfers & Payments -> Transfer Activity.

  2. Click the "Scheduled Transfers" tab.

  3. Select the account in the 'Account' drop-down list.

  4. Select an "amount is" in the 'Amount is' drop-down list, if necessary.

  5. Enter an amount in the 'Amount' field.

  6. Click OK.  The results will display.

  7. Click the 'More' drop down on the right side of the column and choose 'Edit Transfer'.

  8. Make the required updates and click Next: Review.

  9. Review your modifications and click Submit.

Delete a Future or Recurring Transfer

  1. Follow steps 1-6 above.

  2. Click the 'More' drop down on the right side of the column and choose 'Delete, Delete Next or Delete all'.

  3. Click Delete.

  4. A confirmation modal will display.

Related FAQs

What is the difference between deleting the next occurrence only and all remaining occurrences?

How are dates determined for recurring transfers?

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