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How to Transfer Funds between Accounts

Posted by: LBS Financial on March 28, 2024

Easily send money from your LBS Financial account to another Member or one of your accounts outside of the Credit Union.

1. Log in to Online or Mobile Banking.

2. Select ‘Transfers and Payments’ in Online Banking, or select ‘Transfer’ in Mobile Banking.

3. Select the account where the money is coming from, then select the account where the money is going.

a. If transferring to another LBS Financial Member, select ‘Another Member,’ then click on a saved recipient or add a new recipient by selecting ‘Specify Member account details.’

b. If transferring to your account at another financial institution, select ‘external account,’ then select a linked account or select ‘link a new account’ within Online Banking. Please note: external accounts can only be set up in Online Banking, and can take one to two business days to confirm setup. Once an external account is linked, transfers can be completed in Online or Mobile Banking.

4. Enter the amount to transfer, choose whether to send now or schedule the transfer and hit ‘Submit.’