Editing Recurring Transfers

On the View Transfers page, select Options.

Select Edit.

The Edit Funds Transfer dialog box appears.

Select one of the following options for Edit Funds Transfer.

• Edit Next Occurrence
• Edit Series

The Edit Funds Transfer dialog box appears.

Edit the beginning date and/or ending date if applicable to adjust your recurring transfer.

When transferring funds to a non-affiliated account or share, you may be asked to enter identifying information about the recipient, such as the recipient's name. If your answer does not match our records, your transfer is not accepted.

Select Continue.

The Transfer Funds Review dialog box appears.

Select Confirm.

The Transfer Funds Confirmation dialog box appears.

Select Print if you want to print the confirmation, or select OK.