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How to transfer money between accounts

Moving your money should be simple! With our app or website, you can transfer funds or make loan payments quickly and safely, anytime you want. Here's how to do it step by step: Steps to transfer mon…

Serve and Protect Credit Union
Updated by Serve and Protect Credit Union

Moving your money should be simple! With our app or website, you can transfer funds or make loan payments quickly and safely, anytime you want. Here's how to do it step by step:

Steps to transfer money

Need to move money from one account to another? Here’s how you can do it in just a few steps:

Using the Mobile App
1. Open the app and log in.
2. Tap on the icon on the top left and select ‘Transfer Money'.
3. Pick the account you’re sending money from and the one you’re sending it to.
4. Type in the amount you want to transfer.
5. Check the details and confirm. Done! The transfer will show shortly.
Using the Website on a Computer
1. Go to our website and log in to your account.
2. Find the account you'd like to transfer funds from and click 'Transfer'.
3. Choose the account you'd like to transfer (the one sending money and the one receiving it).
4. Enter the amount you want to send.
5. Double-check everything and confirm the transfer. That’s it!

Easy, right? Now you can move your money anytime, anywhere!

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