Video Transcript
0:08
We’re going to talk about transfers and Blue Business Banking.
0:11
When you first log into the account, you’ll be on the View My Account screen.
0:14
On the top navigation bar, click Make a Transfer.
0:18
Now you have several different options.
0:20
On the left navigation bar, you could do a new transfer, scheduled transfer, transfer history, do external accounts.
0:27
You can connect your external accounts at other financial institutions to blue, and then you have member to member account transfers.
0:37
Let’s do a new transfer.
0:39
Select the account you want the money to come from and where we’d like it to go to the dollar amount.
0:50
Whether you want to do scheduled out or if you want to do it immediately, we’re going to do one time.
0:56
For this example, you can put a note and then click Review.
1:13
Once you’ve reviewed, click confirm and then you’re scheduled.
1:20
If you click schedule transfers you can see that one that we just created.
1:32
You can also view your transfer history, and you can also connect to an external account.
1:39
You click Add account, click the disclosure, choose your financial institution.
1:49
Type in your financial institution’s information.
1:54
Once you input all their information, click Connect and there’ll be a few micro deposits that will show up in your account at the other financial institution in about 3 business days.
2:07
Once those micro deposits show up in your account at your other financial institution, you return here and enter those amounts that would confirm the link between Blue and your other financial institution.
2:21
Once that link is complete, you’ll be able to transfer from that other financial institution to Blue.
2:26
You could also do member to member.
2:30
This would be from a blue account to another blue member.
2:35
We’d simply add the account, click the disclosure, add that other member’s account information, and once you add that account which display under your linked member to member accounts.
2:58
Once you add that other member’s account information and once it’s confirmed, you could transfer your money to the other blue member’s accounts and it’s as simple as that.
We’re going to talk about transfers and Blue Business Banking.
0:11
When you first log into the account, you’ll be on the View My Account screen.
0:14
On the top navigation bar, click Make a Transfer.
0:18
Now you have several different options.
0:20
On the left navigation bar, you could do a new transfer, scheduled transfer, transfer history, do external accounts.
0:27
You can connect your external accounts at other financial institutions to blue, and then you have member to member account transfers.
0:37
Let’s do a new transfer.
0:39
Select the account you want the money to come from and where we’d like it to go to the dollar amount.
0:50
Whether you want to do scheduled out or if you want to do it immediately, we’re going to do one time.
0:56
For this example, you can put a note and then click Review.
1:13
Once you’ve reviewed, click confirm and then you’re scheduled.
1:20
If you click schedule transfers you can see that one that we just created.
1:32
You can also view your transfer history, and you can also connect to an external account.
1:39
You click Add account, click the disclosure, choose your financial institution.
1:49
Type in your financial institution’s information.
1:54
Once you input all their information, click Connect and there’ll be a few micro deposits that will show up in your account at the other financial institution in about 3 business days.
2:07
Once those micro deposits show up in your account at your other financial institution, you return here and enter those amounts that would confirm the link between Blue and your other financial institution.
2:21
Once that link is complete, you’ll be able to transfer from that other financial institution to Blue.
2:26
You could also do member to member.
2:30
This would be from a blue account to another blue member.
2:35
We’d simply add the account, click the disclosure, add that other member’s account information, and once you add that account which display under your linked member to member accounts.
2:58
Once you add that other member’s account information and once it’s confirmed, you could transfer your money to the other blue member’s accounts and it’s as simple as that.