Making Transfers
We've made it fast, simple and convenient to move money between your accounts.
It's the Heartland way.
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In this Demo
In this demo, you'll look at how to make a transfer between your HCU accounts and create and schedule recurring transfers.
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Transfer
From your dashboard, select "Transfers & Pay" from the drop-down menu.
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Quick Transfer
To make a one-time transfer between your HCU accounts, choose the "Quick" tab.
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Quick Transfers
Select the account you wish to move money from, choose an amount (or enter a custom ammount), and select the account you want to recieve money. Details will appear in the panel at the bottom of the screen. Click "Submit Transfer" to proceed.
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Confirm Transfer
Review information on the Confirm Transfer screen that displays, then click "Confirm Transfer" to complete the transaction.
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Transaction Complete
Success. Transfer transaction is now complete. Click “Go to Transfer Activity” to view a record of this transfer.
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