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Member to Member Transfers

Transfer funds to other members at First Heritage

How to set up Member to Member Transfers

As with most of our extra features, you can find the member-to-member transfer option in the dashboard on the left-hand side of the screen.


Step 1: Access this logging into your digital banking app and tapping on the three horizontal lines and select Member to Member. This can also be found right on the main page underneath your shares. 

     

Step 2: To add a new recipient, select + New Member Transfer and fill out the recipients information.

Step 3: After confirming the recipient, we will set up your account details - where is it coming from, how much, how often, and when. Click NEXT when satisfied.


Step 4: After hitting NEXT, you will be given a final opportunity to verify the transaction before submitting.

Once you hit Submit, a confirmation screen with the details will populate.