How do I transfer funds in Digital Banking?

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When you need to make a one-time or recurring transfer between your personal OnPoint accounts, you can use the Funds Transfer feature. These transactions process immediately, so your money is always where you need it to be.

  1. In the Payments & Transfers tab, click Account Transfer.
  2. Select the accounts to transfer funds between using the "To" and "From" drop-downs.
  3. Enter the amount to transfer.
  4. (On-Time Transfer Only) Enter the date to process the transaction.
  5. If you would like to set up a recurring transfer, follow the steps below:

    1. Enter a start date for this transaction using the calendar feature.
    2. Decide if the transfer will repeat forever or have an end date.
  6. (Optional) Enter a memo.
  7. Click the Transfer Funds button when you are finished.

Note: You can view, edit, or cancel unprocessed transactions by accessing the Recurring Transactions tab within the Activity Center.

Note: Email should not be used to share important or sensitive information.

The security and privacy of your information is important to us. When communicating with us via email please do not send any information that is considered confidential or sensitive in nature. If you need to communicate any personal information (account numbers, social security number, etc.) please feel free to call the number listed in my profile or contact OnPoint Member Services at 503.228.7077 or 800.527.3932.

 

 

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