Initiate a Transfer (Schedule Now, Specify Date, Recurring)

Transfer Type

Immediate

Future

Recurring

Regular or Principal Loan Payment

X

X

X

Transfer between Northern Trust deposit accounts

X

X

X

Transfer between Northern Trust and external accounts

X

X

X

Loan advance

X

X

X

Wire

Note: You must wait 24 hours before you can send a wire transfer from a new external account.

X

(If submitted by 2pm CST; otherwise the wire posts the next business day.)

 

 

ACH

 

X

X

Buy Northern Funds shares

X

X

X

Sell Northern Funds shares

X

X

X

Exchange Northern Funds shares

X

X

X

Initiate a transfer

Note:  Additional verification may be required if you are transferring externally.  See additional security verification.

1.  Navigate to Transfers & Payments or Quick Tasks -> Transfer Funds.

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2.  Select an account in the 'Transfer From' and 'Transfer To' drop-down list,

     Enter Amount, Schedule, Memo (optional) and click Next.

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Note: These fields may vary based on the transfer type.

If you are transferring externally, you may need to complete additional verification and click Next again.

3.  Verify the information and click Submit.

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