Enter Withdrawals

The steps below describe how to enter a withdrawal for most withdrawal methods. ACH and Canadian EFT withdrawals are slightly different and require a few extra steps. Click here for detailed instructions for these types of transactions.

To enter a withdrawal

1. Click Transfer & Pay > Transfer Funds

   • Alternatively, click Menu in the top left corner > Transfer & Pay > Transfer Funds >

2. If you have multiple accounts or account partitions, or if you have a master account and you manage one or more client or sub accounts, the Account Selector opens. Select the account you want to use for this transaction, or use the search function in the Account Selector to find the desired account. Click Continue to submit your account selection and close the Account Selector.

3. From the menu options select Make a Withdrawal.

   

4. In the Currency list, select the currency of your deposit.

5. Select a withdrawal method; you can either select a previously used method or create a new withdrawal method.

   

   • If you select Use a new withdrawal method you will be asked to select any of the available withdrawal requests.

     

6. You can save your bank information for use in future deposit requests by adding the bank information and clicking Save Bank Information.

   

7. In the "Where will the funds be deposited?" drop-down menu, select either Bank or Non-bank Financial Institution.

8. Click Click here to locate your bank.

9. In the Bank Search pop-up, you can search by ABA (routing) number or by bank name. By default, "Search by bank name?" is set to No, which allows you to enter a routing number and search for your bank that way.

10. Searching by ABA Routing Number:

    

11. Searching by Bank Name:

    

12. A list of all banks along with their routing numbers appears. Select your specific bank. Information for the bank you select will be entered into the Bank Information section of the Fund Transfers screen for your transaction.

13. To withdraw funds to a third-party recipient, next to the Bank / Institution Account Holder select the drop down menu and select Send to another person/entity.

    

    Note: For complete details on third-party withdrawals, including important rules governing these transactions, see Withdrawing Funds to a Third Party.

14. In the Transaction Information section, type the amount of your withdrawal in the Withdrawal Amount field.

15. In the Recurring Transaction section, decide if you want to save this withdrawal as a recurring transaction.

    • If you would like to save this transaction as a recurring transaction, select the Make this a recurring transaction? check box and complete all the fields and selections in that section, including a name for the recurring transaction, the frequency of recurrence (Monthly, Quarterly or Annually), and a Start Date. If you want the deposit notification to recur indefinitely (no end date), select Yes. Otherwise, select No and then enter and End Date.

      

16. If prompted, confirm your identity and type confirmation number we emailed to you.

17. Click Create Withdrawal to submit your withdrawal request or click Back to cancel the transaction.

    Depending on the withdrawal method you selected, a page appears with additional instructions.

18. Click View Transaction History to view the status of your deposit notification, or click Start Another Transfer to initiate another fund transfer.