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Book Transfer | Recurring Book Transfer
 

Recurring Book Transfer

To automate recurring transfer transactions, create a Recurring Transfer to be processed at the exact frequency you specify.

| Select Book Transfer from the Funds Transfer menu, then Add Recurring Book Transfer to begin.

Add Recurring Transfer Screen

Select the From and To accounts.

Enter the amount and the date for the transfer to start.

Enter the frequency information and click Add. The transfer can be edited or cancelled anytime prior to processing.