How to transfer money between accounts with different primary account holders
(Cross account transfer)
You
must first create a “cross account transfer password:”
- login to your
account.
- click on
Member Options (this gives you a list where you can change several
things on your account)
- click on
cross-account password.
- leave the “old
password” field blank.
- enter in a
cross account password for your account. It should be different from
your actual login password.
- confirm this
new password.
To
perform the cross-account transfer:
- click on “x
transfers”
- enter in the
account number you will be transferring to.
- enter that
account numbers cross account password.
- click on
select suffix
- you can choose
which suffix you are transferring from, and which one to transfer
to, and the amount.
For example, if Joe
Smith, account 1111-1 wants to transfer to his wife Jane’s account,
2222-2, he would need to log in to his account 1111-1, follow the x
transfers sequence, enter 2222-2 for the account to transfer to, and
then enter Jane’s cross account password that she set up for her
account.
There will be no
balances that show up, so the account information is still private.
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