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Adding An External Account

On the Add External Account page, you can enter information that is used to add an external transfer account.

Note:  To remove an external transfer account, contact our financial institution.

To add an external transfer account

1. In the navigation menu, click or tap Move Money > Add External Account.

2. On the Add External Accounts page, do the following:

  • In the Account Number field, enter the account number at the other FI.
  • In the Routing Number field, enter the routing number of the other FI. The image on the screen illustrates where the routing number is located on a check. If the account is not a checking account, verify the correct routing number with the other FI.
  • From the Account Type drop-down list, select the external account type.

3. Click or tap Submit to complete the addition of the account.