How do I transfer money to and from my bank?

• Click the Account Information tab from the primary menu bar. 

• Then click Transfer Summary from the secondary menu bar (right below primary). 

• Select the appropriate loan  with the drop down arrow in the Account Number field. 

• Highlight the desired template to Transfer In to your loan or Transfer Out of your loan. 
  

• Click Add Transaction button in the lower right corner of the page. 

• Complete the open fields and click the Submit button in the lower right of the page. 

• Note:  External Financial Institution (FI) fields require information from your bank.