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How to Make Online Money Transfers

January 18, 2022

By Travis Sink

When you need to transfer funds between your accounts or schedule bill payments, you deserve an easy-to-use online transfer service that’s quick and secure.

With the help of your Wellby online banking or mobile app, you can easily move money between your Wellby accounts or to your accounts with another financial institution from wherever you are.

Need to send more than a single transfer? You can schedule a future transfer or set up recurring transfers all from one convenient location.

Being a Wellby member comes with many benefits and services, which is why we want to make sure you’re getting the most out of the digital banking tools available to you.

We’ve detailed the steps you can take to complete an online money transfer or scheduled bill pay transfers to help you achieve a more enjoyable and seamless digital banking experience.

Desktop: Account Transfers

Desktop Online Banking

Step 1: Log in to your online banking dashboard.

Step 2: Select "Transfer" from the left-hand menu or via the tile from your dashboard.

Step 3: If you’d like to transfer funds to a different financial institution, select the “External Account” option on your dashboard to add your non-Wellby accounts.

Step 4: Select which account you would like to transfer funds from and which account you would like to receive funds from.

Step 5: Enter the amount you’d like to transfer.

Step 6: Select “More Options” if you would like to schedule a future transfer, schedule recurring transfers, or add a memo for the transfer.

Step 7: Click “Submit” to complete your transfer.

Step 8: You’ll receive a confirmation for your transfer and can select “Done” to return to your dashboard.

Wellby Mobile App: Account Transfers

Wellby Mobile App

Step 1: Open your Wellby mobile app and log in to your mobile banking dashboard.

Step 2: Select “Transfer” from the menu or by using the quick action button.

Step 3: If you’d like to transfer funds to a different financial institution, select the “External Account” option on your dashboard to add your non-Wellby accounts.
Step 4: Select which account you would like to transfer funds from and which account you would like to receive funds from.

Step 5: Enter the amount you’d like to transfer.

Step 6: Select “More Options” if you would like to schedule a future transfer, schedule recurring transfers, or add a memo for the transfer.

Step 7: Click “Submit” to complete your transfer.

Step 8: You’ll receive a confirmation for your transfer and can select “Done” to return to your dashboard.

You can download the Wellby mobile app in the Apple Store or Google Play Store.

Financial Power in Your Pocket

Wellby mobile banking empowers you to manage your finances from a single platform anywhere life takes you.

 

 

Account Management
About the Author

Travis Sink is an Ohio native who flew south for the winter in 2014 and never went back. An avid consumer of all things from the tech and financial industries by day, he spends his evenings relaxing with his wife and dogs either reading, playing sports for local rec-leagues, or learning how not to burn dinner again.

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