How can I set up a recurring withdrawal?

Q: How can I set up a recurring withdrawal?

SET UP RECURRING WITHDRAWAL Log into Client Portal Select the Transfer & Pay followed by Transfer Funds menu option Select Withdraw Funds Select an existing withdrawal information Enter the Amount Select YES to Make this a recurring transaction? Complete all the fields, including a Recurring Transaction Name, the Frequency of recurrence (Monthly, Quarterly or Annually), and Start Date If you want the withdrawal to recur indefinitely (no end date), select YES . Otherwise, select NO and then enter and End Date. Once complete, click CREATE WITHDRAWAL to submit your instruction. Please Note If you have no saved withdrawal information, you will first need to create a new withdrawal transaction information and then follow the steps above. In the event the transaction falls on a U.S. non-business day (such as a weekend), we will process the request on the business day preceding to the recurring transaction date. If this leads to multiple withdrawals during the same month, withdrawal fees will apply.

Question

Accepted Answer

SET UP RECURRING WITHDRAWAL

Log into Client Portal
Select the Transfer & Pay followed by Transfer Funds menu option
Select Withdraw Funds
Select an existing withdrawal information
Enter the Amount
Select YES to Make this a recurring transaction?

Complete all the fields, including a Recurring Transaction Name, the Frequency of recurrence (Monthly, Quarterly or Annually), and Start Date
If you want the withdrawal to recur indefinitely (no end date), select YES. Otherwise, select NO and then enter and End Date. Once complete, click CREATE WITHDRAWAL to submit your instruction.

Please Note

If you have no saved withdrawal information, you will first need to create a new withdrawal transaction information and then follow the steps above.
In the event the transaction falls on a U.S. non-business day (such as a weekend), we will process the request on the business day preceding to the recurring transaction date. If this leads to multiple withdrawals during the same month, withdrawal fees will apply.