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:":
- Click on "Transfers and Payments"
- Then select "Make a Transfer"
- Locate the title called "Other Options" then select the button called "To another member"
- Choose, "Select payee" then "Add New Payee"
- Choose an optional nickname for the payee, enter their member number, last name, and the share or loan ID
- Select "Add Payee"
- You can now make transfers to your new payee
- Input the amount you wish to transfer
- Choose when to send your transfer; Now or at a later date
- You have the option to add a memo
- Select "Transfer", review the information, and confirm your transfer.
You have successfully made a transfer to another Texas Trust Member