Making Transfers

We've made it fast, simple and convenient to move money between your accounts.

It's the Heartland way.

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      In this Demo

      In this demo, you'll look at how to make a transfer between your HCU accounts and create and schedule recurring transfers.

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      Transfer Widget

      From your dashboard, select "Transfers" from the widget menu.

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      Quick Transfer

      To make a one-time transfer between your HCU accounts, choose the "Quick" tab.

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      Quick Transfers 

      Select the account you wish to move money from, choose an amount (or enter a custom ammount), and select the account you want to recieve money. Details will appear in the panel at the bottom of the screen. Click "Submit Transfer" to proceed.

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      Confirm Transfer

      Review information on the Confirm Transfer screen that displays, then click "Confirm Transfer" to complete the transaction.

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      Transaction Complete

      Success. Transfer transaction is now complete. Click “Go to Transfer Activity” to view a record of this transfer.

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