From the ‘Transfers’ menu at the top of the screen, select ‘Transfer between my Accounts’.
On the next screen, you can enter the dollar amount of the transfer, the pockets between which to send funds, and the reviewers of the transfer.
Please note that the transfer will occur immediately. The dashboard copy below under Payment Method showing ‘Arrives within 1 business day’ will be updated in an upcoming release.
You will have a final chance to review the transfer before it is submitted.
Once the transfer request is submitted, it must be approved by an authorized “Checker” or Admin on your team.
You can view pending transfers in the “Bank Transactions” tab on the left of the screen.
Skip to main content