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Creating and Using a Wire Transfer Template

Steps and video tutorial to create and use a wire transfer template

Brian Reardon avatar
Written by Brian Reardon
Updated today

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.

Creating a Wire Transfer Template

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.

Using a Wire Transfer Template

  1. Go to the "Payments & Transfers" tab.

  2. Choose the "Wire" option.

  3. Select "Wire Transfer Template".

  4. Click "Submit". The Template List will then appear below.

  5. To start a new transfer, select

  6. To edit a template, select

  7. To delete a template, select

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