A new feature on the upgraded digital banking platform is transferring money to and from your credit union account to another financial institution. You can add an external account on a desktop or through the Success CU app.
To set up an external transfer on a desktop:
- Log in to Digital Banking.
- Click on Transfers.
- Click +External Account to set up a new linked account.
- Enter in the requested information.
- Confirm a deposit amount into your other financial institution.
To set up an external transfer on the app:
- Log in and click the three parallel bars in the top left corner to expand the menu.
- Click Settings.
- Click External Transfers to set up a new linked account.
- Enter in the requested information.
- Confirm a deposit amount into your other financial institution.
Once the external account is confirmed, you can schedule a new one-time or recurring transfer.
For more information about external transfers and other features of digital banking, please visit our Online & Mobile webpage.