How do I edit a recurring deposit or withdrawal?

REMOVE RECURRING TRANSACTION

Unfortunately it is not possible to edit a recurring transaction. If you wish to make a change, simply delete the existing recurring transaction and create a new one. 

  • Log in to Client Portal
  • Click the Transfer & Pay menu, then Saved Information
  • Under Recurring Transactions, locate your recurring transaction nickname, select the entry to review the instruction, click "X" and confirm you would like to delete the information.

Additional Information

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