Making Transfers

  1. Transfer funds between your own accounts, to other Bethpage Members, or to make payments on your Bethpage Mortgage or Loan in just a few quick clicks.

    In this demo, you'll learn how to:

    • Make a Quick Transfer between your Bethpage accounts
    • Make a Transfer to another Bethpage Member
    • Set up Recurring Transfers between your accounts and/or to make Bethpage Mortgage or Loan Payments
  2. How to make Quick Transfers between your accounts.

  3. Get started by clicking the "TRANSFERS" Widget in the left navigation.
  4. To make a "Quick Transfer", select the account you want to transfer from, the amount and then the account you're transferring to. Then click "Make Transfer".
  5. Once your Transfer is complete, you will see it flagged as Succeeded in the Transfers History.
  6. How to make a Transfer to another Bethpage Member.

  7. To transfer to another Member, they have to be registered for online or mobile banking and you'll need to add their account. Click the "TRANSFERS" Widget, then the "Classic" tab. Select the account you want to transfer from and click "Add Account".
  8. Enter the account information for the Bethpage Member you want to Transfer to. Select "Save Account For Future Use" if you will make transfers to this person in the future. When you're done, be sure to click "Save".
  9. Enter the amount, date and frequency for the Transfer. Be sure to click "Confirm Transfer" when you're done.
  10. You'll see a confirmation message that verifies your transfer has been scheduled.
  11. How to set up Recurring Transfers between your accounts and/or to make Bethpage Mortgage or Loan Payments.

  12. To set up Recurring Transfers between your accounts or to make payments, click the "TRANSFERS" Widget, then the "Classic" tab. Select the "From" and "To" accounts. For example, you can pay on your Home Equity Line from your Checking account.
  13. Enter the amount, starting date, frequency and end date. Be sure to click "Confirm Transfer" when you're done.
  14. You'll see a confirmation message verifying that your recurring transfer has been scheduled.
  15. Now you know how to make Transfers!

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