How to Make an External Transfer

Click here or the image above to watch the full video!

Please follow the steps below:

1. Click on "Transfers and Payments"
2. Then select "Make a Transfer"
3. Locate the title called, "Between my Accounts" then select "At other banks"
4. Select "Manage External accounts" then the "Link New" tab
5. Type in the Routing Number, Account Number, and Primary name on the account, and choose the account type
6. We will make two microdeposits into the external account to confirm it's yours. Once you see those deposits go through (usually within 48 hours). Return to this page and select, Manage External Accounts
7. Select the Texas Trust account you would like to make the transfer from and the linked account you'd like to make the transfer to
8. Enter the amount you'd like to transfer, and the date and duration of the transfer
9. Select "Transfer", review the information, and confirm your transfer.

You have successfully made a transfer to another financial institution.