Narrator: Want to check the status of a transfer? To begin, select Move Money and Recent Transfer Activity.
Move Money is selected, then Recent Transfer Activity
Narrator: From this page, you will see the previous five days of transactions displayed across all of your accounts. To view transfer activity on a single account, click on the Select Account dropdown and choose the financial account you would like to explore.
Select Account is selected, then a specific account
Narrator: You can also adjust the time period to display all transfer activity up to 90 days. To return to the default page, click on Reset filters.
Selects Reset Filters
Narrator: You'll be able to take a deeper look at each individual transfer and its status in the section below. Additional details include the transfer dollar amount, the transfer from and to accounts, expected completion date and frequency. Any notes regarding the transaction may be found under the Notes column as applicable. Additionally, the Transfers Activity page displays 25 transactions at a time. For additional transactions, click Next to view the next page of the search results. Finally, please note that some accounts may not have transfer activity available.
Narrator: Need to edit or cancel a transfer? If you see the icon typically displayed on the right-most side of the transfer, under the Next Steps column, then you can still edit the transaction.
Icon is selected
Narrator: Still need to see more? Select View full transaction history to quickly find a comprehensive and detailed look of your account transaction history.
Selects View full transaction history
Video outro plays
Want to know the status of a transfer? Discover how in just a few simple steps.