April 8, 2024 | by Brian Truong
How to Make a Member-to-Member Transfer
January 18, 2022
By Team Wellby
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
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
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.
Team Wellby is a diverse team that is here to help you find the right financial solutions for your unique goals and budget. Our passion is people: our members, team members, and the communities we serve. We help people find solutions that support their financial well-being, allowing them to dream and prosper.
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