How to Make a Member-to-Member Transfer

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.