How To Create A New External Transfer

Quickly and easily transfer money to your accounts outside (external) of Workers Credit Union and also transfer to other people's accounts via email or text, all within online and mobile banking. For Workers loan payments please use the separate "Pay Your Loan tab".

How to Add External Accounts or People

• Login to online or mobile banking
• Select Move Money – New External Transfers in online banking or More – New External Transfers in the mobile app
• Add your external accounts at other financial institutions through the MX feature by logging into your external account or by using the account and routing number
• Add people to transfer to by adding their phone number or email address

How to Transfer to Your External Account

• Select New External Transfers
• Navigate to Transfer or Send Money
• Once your external accounts are verified, select the account that you want to transfer to
• Select the account that you are transferring from
• Input the amount
• Select the send date
• The screen will show the estimated delivery date
• Select the frequency
• Click Transfer

How to Transfer to Another Person

• Select New External Transfers
• Navigate to Transfer or Send Money
• Select the person you want to send to. Their phone number or email address will appear on the screen
• Select the account that you are transferring from
• Input the amount
• Create a security question and answer that the recipient will know
• Select the send date. The screen will show the estimated delivery date
• Select the frequency
• Click Transfer
• The recipient will receive a notification text or email, and they will need to accept the payment, answer the security question, and input their account and routing number to receive the funds