Shred Days are back! Mark your calendars for our upcoming shred days throughout June at select solution centers!

We're here when you need us - even on Saturday! Call us anytime on Saturdays from 8:30 a.m. - 2:30 p.m.

Wellby

How to Make a Member-to-Member Transfer

January 18, 2022

By Travis Sink

Sending money from one Wellby account to another should be a quick, simple, and secure process. The member-to-member transfer feature is available through the Wellby online banking portal or mobile app and offers a seamless exchange of funds from your accounts to other Wellby members.

We’ve provided the steps needed to complete a member-to-member transfer below so you can save time and get the most out of the services that come with being a Wellby member.

Desktop: Member-to-Member Transfers

Wellby Desktop Online Banking

Step 1: Log in to your Wellby online banking dashboard.

Step 2: Select “Member Transfer” from the left-hand menu, or via the “Member Transfer” tile on your dashboard.

Step 3: Select which account you would like to transfer from.

Step 4: Enter the first three letters of the receiving member’s last name.

Step 5: Enter the member number, account type, and share the number of the receiving member’s account.

Step 6: Enter the amount you would like to 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: Member-to-Member Transfers

Wellby Mobile App

Step 1: Download the Wellby mobile app if you haven't already. Once the app is open, access "Member Transfers" using the quick actions on the dashboard.

Step 2: Select which account you would like to transfer from.

Step 3: Enter the first three letters of the receiving member’s last name.

Step 4: Enter the Member number, account type, and share the number of the receiving member’s account.

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

Step 6: Click “Submit” to complete your transfer.

Step 7: 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.

Social Icon

Related articles you might like

April 26, 2022 | by Travis Sink

Protect Yourself From Tax-Return Identity Theft

April 13, 2022 | by Travis Sink

5 IRS Scams to Look Out for This Tax Season

January 18, 2022 | by Travis Sink

How to Make Online Money Transfers