Skip to main content

SAVINGS SPECIAL! Open an 8-month or 13-month or Certificate of Deposit (CD) and earn up to 4.50% APY*.

How to Connect your External Accounts

Connect your external accounts at other financial institutions so that you can manage all of your finances from your online banking dashboard.
 

With online banking, you can connect your accounts at other financial institutions and access all of your accounts in one place. Conducting an external transfer allows you to conveniently transfer money between your Alltru accounts and accounts at other financial institutions. You can also set up recurring automatic transfers from one account to another at any time. There is no limit to the number of external accounts you can add to your online banking dashboard. It’s free to connect your external accounts and easy to set up.

Important – Add your external accounts for two purposes:

  • Transfers: this allows you to transfer funds to and from your Alltru accounts and accounts at other financial institutions.
  • Aggregation: this only allows you to view your external accounts on your online banking dashboard to monitor funds, but they’re NOT available for transfers.

Learn how to add an external account through online or mobile banking.


Online Banking Instructions
 

Step 1: Log into your online banking account.

Step 2: Once in dashboard, hover over the Transfer & Pay menu at the top and then select Transfers.

Online banking screenshot with an orange box around 'Transfers' under the Transfer & Pay menu

Step 3: Under the Transfers widget, select the Classic tab. Next, underneath the ‘To Account’ drop-down menu, click on the Plus icon icon labeled Add an account to make a transfer.

Online banking screenshot of Transfers widget with orange boxes around the Classic tab and 'Add an account to make a transfer'

Step 4: In the Add Account menu, select Add an account instantly from the External Account options.

Online banking screenshot with an orange box around External account option to 'Add an account instantly'

Step 5: Accept the terms and conditions. Then, choose your financial institution using the search bar and typing in the institution name.

Online banking screenshot with an orange box around the searchbar labeled 'Don't see your institution? Search here'

Step 6: Then, you will need to fill in your account information for your selected financial institution. Follow the prompts and select which accounts to add.

Online banking screenshot with an orange box around the username and password login fields

Mobile Banking Instructions
 

Step 1: Log into your account on the Alltru CU App.

Step 2: Select the Transfers widget from the bottom menu and tap on the Add Account option from the side menu.

Mobile banking screenshot with an orange box around the Transfers widget at the bottom menu
Mobile banking screenshot under Transfers widget with an orange box around 'Add Account' option

Step 3: In the Add Account screen, select Add an account instantly from the External Account options.

Mobile banking screenshot with an orange box around External account option to 'Add an account instantly'

Step 4: Accept the terms and conditions. Then, choose your financial institution using the searchbar and typing in the institution name.

Mobile banking screenshot with an orange box around the searchbar labeled 'Don't see your institution? Search here'

Step 5: Then, you will need to fill in your account information for your selected financial institution. Follow the prompts and select which accounts to add.

Mobile banking screenshot with an orange box around the username and password login fields

That’s it! Once your information is verified, your account information will be instantly added to your account dashboard and external transfers can be scheduled 24/7 via online or mobile banking.

If external institution does not use instant verification, setup can take up to 1-2 business days.

  • SHARE