You can edit future-dated single transfers, recurring transfers, or the next scheduled transfer of a recurring series.
Note: Only users with Draft and Cancel rights can edit transfers.
To edit a single transfer
- In the navigation menu, click or tap Transactions > Activity Center
- In the Activity Center, search for the transfer you want to edit. You can click on Filters to refine your search
- For the transfer you want to edit, click or tap Actions > Edit
- On the Edit One-Time Transfer screen, make desired changes to any information related to the transfer
- Click or tap Transfer Funds
Note: If you have selected a transfer that is part of a recurring series, you can toggle between editing just the next occurrence or the whole series from the notification box located at the top of the screen.
To edit a recurring transfer
- In the navigation menu, click or tap Transactions > Activity Center
- In the Activity Center, click or tap the Recurring Transaction tab
- Use Filters to refine your search
- For the transfer you want to edit, click or tap Actions > Edit Series
- On the Edit Recurring Transfer page, make desired changes to any information related to the recurring transfer.
- Click or tap Transfer Funds
Note: Same day Automatic Clearing House (ACH) fees may apply to external transfers edited on the day they are scheduled to draft.
