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How to Set Up Automatic Transfers

Automatic transfers allow you to set up recurring payments to another Alltru account, an external account, or even another Alltru member.
 
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Accessible through online banking, automatic transfers allow you to set up recurring payments from one account to another account. Because the transfers are automated, after you set them up it requires no additional effort on your end. Choose from a variety of frequency options including daily, weekly, every 2 weeks, monthly, and end of month. This free service is a great way to automate paying off your credit card or budget for your important financial goals without having to think about it.

PRO TIP

Automatic transfers can be used to set some money aside each time your paycheck deposits into your bank account – just automate the transfer and watch your savings grow! If you’re planning on saving for a specific goal, check out our Online Savings Tool.

Keep in mind you can always edit a scheduled transfer series or delete the series in its entirety.

External Transfer (accounts outside of Alltru) limits are:

  • $1,000/day
  • $2,000/week
  • $5,000/month

Note: External limit amounts are subject to credit union approval.

Here’s how to set up automatic transfers with online and 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 the Transfers option in the Transfer & Pay dropdown menu

Step 3: Go to the Classic Tab.

Online banking screenshot showing the Transfers tab with a orange box highlighting the Classic tab

Step 4: Next, you’ll need to choose the following:

  • Select the Account to transfer funds from
  • Select the Account to deposit the funds into
  • Amount ($)
  • Start Date
  • Frequency
  • Ending (continuous, choose an end date, or end after a number of occurrences)
REMEMBER: You can edit or cancel the automatic transfer series at any time.
 

Step 5: Once all information is filled out, hit Submit Transfer. You’ll be asked to confirm your prior selections and correct any errors. Once this is verified, you can choose to do another transfer or view your transfer activity.

Online banking screenshot showing Make a Transfer screen with information filled out and an orange box highlighting the submit transfer button

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 Make a Transfer option from the side menu.

Mobile banking screenshot of bottom menu with an orange box around Transfers widget
Mobile banking screenshot of Transfers widget with an orange box around Make a Transfer option

Step 3: Next, you’ll need to choose the following:

  • Select the Account to transfer funds from
  • Select the Account to deposit the funds into
  • Amount ($)
  • Start Date
  • Frequency
  • Ending (continuous, choose an end date, or end after a number of occurrences)
REMEMBER: You can edit or cancel the automatic transfer series at any time.
 

Step 5: Once all information is filled out, select Review Transfer. You’ll be asked to confirm your prior selections and correct any errors. Once this is verified, you can choose to do another transfer or view your transfer activity.

Mobile banking screenshot showing Make a Transfer screen with information filled out and an orange box highlighting the review transfer button
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