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Creating A Wire Transfer Template
Creating A Wire Transfer Template

Steps and video tutorial to create a wire transfer template

Brian Reardon avatar
Written by Brian Reardon
Updated over a week ago

A wire transfer template is created to be used for future use. A template retains the pertinent information such as payee and receiving bank and archives it. This is commonly used by customers that send multiple wires to the same recipient.

A wire transfer template needs to be created in a browser or on a desktop. To do so, follow these steps:

  • Log in to your online banking account.

  • Select Payments & Transfers

  • Select Wire

  • Select Wire Transfer Template and Submit, then select the new icon.

  • Complete all fields for your Wire Transfer Template. Then select Save.

  • After creating the Wire Transfer Template, the wire transfer can be sent from our business mobile app.

Creating a Wire Transfer Template

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