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How do I transfer money between my accounts?

We know you need to move your money to lots of different places. Fortunately, you can make a wide range of transfers in digital banking:

  • Transfer between your accounts
  • Transfer to your loans 
  • Transfer between your membership accounts (if you're on multiple memberships)
  • Transfer to other Oregonians members (previously called “Cross Account Transfers”)
  • Pay friends and family instantly ("P2P")
  • Transfer money to and from your other bank accounts ("A2A")

 

Where to make different types of transfers 

  1. Log in to the app or online
  2. Open the Payments tab
    1. Click the Quick Transfer (app) or Transfer Funds (online) button to make Internal Transfers:
      1. Transfers to and from your primary accounts (savings, checking, etc.)
      2. Payments to your Oregonians loans
      3. Transfers to and from accounts on all of your Oregonians memberships (joint account, business account child's account, etc.)
      4. Transfers to other Oregonians members (cross account transfers)
    1. Click the Bill Pay & External Transfers (app) or the Bill Pay, P2P and A2A (online) button to make External Transfers:
      1. Instantly transfer funds to friends and family via text or email (P2P)
      2. Transfer money to or from your other bank accounts (A2A)
      3. Pay bills

 

How to make Internal Transfers

  1. Open the Payments tab
  2. Click the Quick Transfer (app) or Transfer Funds (online) button
  3. Check the box for the account you'd like to transfer funds in to and click Continue
  4. If you'd like to change the account funds will be transferred from, select Change on the From account tile 
  5. Enter the amount
  6. Add an optional memo
  7. Select a Transfer Date
  8. ***If you'd like this to be a recurring transfer, check the Repeat transfer box and enter the requested information***
  9. If you need to make other transfers, click + Add another transfer (you will go through steps 2-7 for this additional transfer)
  10. To complete the transfer(s), click Transfer funds