In order to transfer funds, a template containing bank information is needed. Here is how you create a template:
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Click the Account Information tab in the primary navigation (top menu) bar.
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Next, click Transfer Summary in the secondary navigation bar (right below the primary/top one).
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Select the Create New icon on the toolbar (a white plus sign in a green circle) to make a new template.
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Complete the open fields and click Submit button in the bottom right of the page.
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