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Viewing transfers

Viewing transfers

You can view or search for an existing, pending, or processed transfer on the following pages:

  • Funds Transfer
  • Activity Center

Note: The Activity Center page may include additional details about a transfer.

 

To view a transfer on the Funds Transfer page

  1. In the navigation menu, click or tap Transactions > Funds Transfer
  2. In the sidebar, click or tap in the Search transactions field and enter your search text. You can search for the process date, amount, transaction ID, or the user who created the transfer
  3. After you locate a transfer, click or tap it for more details
  4. (Optional) On the transfer details overlay, click or tap View in Activity Center

 

To view details of a transfer in the Activity Center

  1. In the navigation menu, click or tap Transactions > Activity Center
  2. In the Activity Center, do one of the following:
    — Click or tap the Single Transactions tab to view a single transfer
    — Click or tap the Recurring Transactions tab to view a recurring series of transfers
  3. (Optional) Use Filters to refine the displayed transfer results
  4. After you find the desired transfer, click or tap anywhere on the transfer row to view the details
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