How to Make a Transfer to a Member

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

Please follow the steps below:

Before making a transfer to another member you will need the following:

• The member's (payee) member number
• The member's last name associated with their account
• The share or loan ID associated with the account receiving the transfer
  The share or loan ID is the letter and number located on every account tile within online banking/mobile app, and will begin with an "S:" or "L:":
  
  
  

1. Click on "Transfers and Payments"
2. Then select "Make a Transfer"
3. Locate the title called "Other Options" then select the button called "To another member"
4. Choose, "Select payee" then "Add New Payee"
5. Choose an optional nickname for the payee, enter their member number, last name, and the share or loan ID
6. Select "Add Payee"
7. You can now make transfers to your new payee
8. Input the amount you wish to transfer
9. Choose when to send your transfer; Now or at a later date
10. You have the option to add a memo
11. Select "Transfer", review the information, and confirm your transfer.

You have successfully made a transfer to another Texas Trust Member