What can be edited on a Funds Transfer?
All the transfer’s current information is prepopulated on the screen as a starting point.
For individual transfers, the following can be changed:
- From Account
- To Account
- Transfer Date
- Amount
- Memo
All the transfer series’ current information is prepopulated on the screen as a starting point.
For recurring transfers, the following can be changed:
- From Account
- To Account
- Transfer Amount
- Frequency
- Repeat Duration/End date
- Memo
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