Business Fund Transfers Frequently Asked Questions

 

Our Cash Management Business Online Banking User Guide will help you get started using the all-new Jefferson Bank Online Banking.

Will my recurring transfers convert over to the new system?

Yes, any recurring transfer you currently have on Online Banking will convert over to the new Online Banking system. If you would like to set up additional recurring transfers just go to “Transfers” and then click on “My Accounts/Loans.”

What type of transfers can I make on the “My Accounts/Loans “?

You can transfer between your Checking, Savings and Loan Accounts.   For loans, if your loan account is eligible you may make payments or advances. Real-time transfers are processed immediately and ready for your use.

How do I set up transfers to recur the same time each month for my Checking and Savings accounts?

On the Transfer screen select “Make this a Recurring Transfer” then select your preferred frequency offered on the drop down. You can view your scheduled transfer by visiting the Online Banking Activity Center from the navigation pane.

How do I set up transfers to recur the same time each month for Loan Payments?

On the Transfer screen select “Make this a Recurring Transfer” to make your monthly loan payment. You can view your scheduled transfer by visiting the Online Banking Activity Center from the navigation pane.

What type of transfers can I process on the “Any Jefferson Customer”?

You can transfer from your checking or savings accounts to any other Jefferson Bank customer. Simply select to make a single transfer to another account holder, or link another account holder's account to your online login. All you need is the email address and the last 4 digits of the receiver’s account number. Real-time transfers are processed immediately to the receiver’s use.

How do I cancel or revise a recurring funds transfer?

Choose Online Activity Center from the navigation bar then select “Recurring Transactions”. You will see a list of your transactions. Under “Actions” you can view, approve, cancel, copy or even print any transaction listed. Select "Cancel Series” to cancel the recurring transfers. Processed transactions cannot be canceled.

If you would like to revise a transaction, you will need to delete it and create a new transfer with the correct information.