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Can I transfer funds to and from an external account (ACH) that I have at another financial institution?

You can, but you’ll need to have that feature enabled on your account. To get the ball rolling, simply click “Transfers” and then “Add External Account (ACH)” and follow the steps to complete setup. When you attempt your first external transfer, you will receive an error message stating you have exceeded the $0.00 limit. At that point, you will need to reach out to our Support Center by clicking the Live Support* bubble in the lower right of your screen or calling 1-855-692-2234. We will then send a DocuSign form your way to determine your external transfer eligibility. This is a security measure that is in place to protect our members and you will only need to take this extra step the first time.

Business accounts are treated differently as we can tailor ACH accounts individually.

*Live Support is open during regular business hours. If we are closed, you may leave a message right there and an agent will contact you during the next business day. 

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