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
Go to the "Payments & Transfers" tab.
Choose the "Wire" option.
Select "Wire Transfer Template".
Click "Submit". The Template List will then appear below.
To start a new transfer, select
To edit a template, select
To delete a template, select