Transfers
Q: How do I edit a scheduled recurring transfer?
Desktop: Go to Transfer & Pay → Transfers & Loan Payments → Scheduled, then click the transfer to view, edit and/or cancel the scheduled transfer.
Mobile: Log into the app and tap “Transfers” at the bottom of the screen. Choose “Scheduled Transfers” to view, edit and/or cancel a scheduled transfer.
Q: How do I schedule transfers between my NuMark accounts?
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 transfer to another NuMark member? (Member to Member Transfer)
Desktop: Go to Transfer & Pay → More Actions → Add Account → Link to another NuMark member’s account to send them money. Enter the recipient’s last name, Verification Method = Account, Account Type, Account Number (member number), Share or Loan ID (example: 0001), and a nickname for future reference.
Mobile: Log into the app and tap “Transfers” at the bottom of the screen. Choose Transfers → Add Account. Choose Link to another NuMark Credit Union Member’s account to send them money. Enter the recipient’s last name, Verification Method = Account, Account Type, Account Number (member number),Share or Loan ID (example: 0001) and a nickname for future reference. Once you have added the account, you can go to “Make a Transfer” and the account will appear in the list of accounts to transfer to.
