Linking Outside Accounts
Q: Can I transact on outside accounts?
Some outside accounts only allow you to view the account, such as a loan or credit card. Other outside accounts allow you to transact, such as a checking account or savings account that you own at another financial institution.
Desktop: Go to Transfer & Pay → Transfers & Loan Payments, enter the details, review and submit.
Mobile: Log into the app and tap “Transfers” at the bottom of the screen. Choose “Make a Transfer”. Enter the details of the transfer, review and submit.
Q: How do I schedule transfers between my NuMark accounts?
You can see your whole financial picture by linking your outside accounts to your profile.
Desktop: Dashboard → Link External Accounts.
– Add an External Account – This is the fastest and easiest method to link an outside account if your financial institution supports this method.
– Manually Add an External Account – Enter your external account number and routing number. Verification includes microdeposits and withdrawals, which can take up to three days.
– Add an External Account to View its Balance – Choose this option if you only want to view the balance of the account, rather than transact on the account
Mobile: Log into the app. Go Transfers → Add Account.
– Add an External Account – This is the fastest and easiest method to link an outside account if your financial institution supports this method.
– Manually Add an External Account – Enter your external account number and routing number. Verification includes microdeposits and withdrawals, which can take up to three days.
– Add an External Account to View its Balance – Choose this option if you only want to view the balance of the account, rather than transact on the account.
