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Automatic Funds Transfer

Move funds swiftly and safely between your account and your bank, credit union, or other accounts. Enter individual and recurring transfers online and track their status as they are processed. Plus, you can have dividends and interest automatically transferred to the account of your choice up to two times per month with the AFT for dividends and interest feature.

  • No checks to write
  • No deposit tickets to complete
  • No bank lines to stand in
  • No delays in the mail

How to Get Started

If you already have Automatic Funds Transfer instructions established on your account, contact Financial Advisoradvisor.

If you do not have Automatic Funds Transfer instructions established on your account or would like to add additional instructions, please request an Automatic Funds Transfer Enrollment application from your Financial Advisoradvisor.

For more information, please contact your Financial Advisor.

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