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How to Transfer Funds between Accounts

Posted by: LBS Financial on March 28, 2024

Easily send money from your LBS Financial account to another Member or one of your accounts outside of the Credit Union.

1. Log in to Online or Mobile Banking.

2. Select the ‘Transfers and Payments’ menu item and “Make a Transfer,” or select the ‘Transfer’ shortcut on the bottom menu in Mobile Banking.

3. Select the account where the money is coming from, then select the account where the money is going.

a. If transferring to another LBS Financial Member, select ‘ To Another Member,’ then select the payee from your saved recipients list or “Add new Payee.” Add a new payee be entering the payee and account information where prompted.

b. If transferring to your account at another financial institution, select ‘At other Banks,’ on the main transfer page then select a linked account or select ‘Manage external accounts” and “Link new” to add your external account. Please note: external accounts can be set up in Online or Mobile Banking, and can take 1-2 business days to confirm setup.

4. Enter the amount to transfer, choose when to send the money (Later, Daily, Weekly, Monthly, etc.). Select the transfer date and click “Transfer” and “Confirm.”