Knowledge Base
How Do I Transfer Money Into a Different Account?
How Do I Transfer Money Into a Different Account?
Transfer Money between Your Internal Accounts
- Log into online banking or the Tru2Go mobile app.
- Within online banking, select Transfer from the top of the Accounts page. In the Tru2Go mobile app, select Make a Transfer from the bottom navigation menu.
- Select the From and To accounts, enter the amount you would like to transfer, as well as the desired transfer date (if necessary).
- Select Make transfer or Transfer, if in the mobile app.
- Verify that your transfer details are correct, then select Confirm.
- Once you have confirmed, we will let you know your transfer is complete.
External Accounts Funds Transfer
- Log into Online Banking or the Tru2Go mobile app.
- Within online banking, select Move Money from the main navigation, then External / Funds Transfers and Transfer Between My Accounts. In the Tru2Go mobile app, select More from the bottom navigation menu, then External Funds Transfer under Move Money.
- Follow the quick registration process for first-time access.
- To add an external account from another financial institution, click Add a New Account and select account type.
- Name the account, then enter the routing number and account number as indicated. Click Next.
- Verify account ownership. You’ll receive an Account Activated message when complete. Click Done to begin transferring funds to or from this account.
- Select the From and To accounts, enter the amount you would like to transfer, the transfer date, as well as the frequency (if necessary).
- Select Review, and once you verify that your transfer details are correct, select Confirm.
- Once you have confirmed, we will let you know your transfer is complete.
For click-by-click instructions, more info on how to set up recurring transfers, and helpful screenshots review our External / Internal Funds Transfer Service demo.
How Do I Transfer Money to Another Member?
You can make a transfer to another Truliant member using Make a Transfer within Online Banking or the Tru2Go app. You need to fill out the cross-member transfer request in Online Banking under Additional Services, then Forms.
What Is the Most I Can Transfer Using Payment Center?
Outbound transfer limits are $2,500 per day and $6,000 per month ($3 fee per transfer).
Inbound transfer limits are $6,000 per day and $15,000 per month.