In the Transfers tab on MyOCCU Online & Mobile you can transfer funds between your accounts, to other OCCU members and to external accounts. From here, you’ll be able to easily monitor your transfer activity and history. On MyOCCU Mobile, transferring funds is simple and quick. See the guides below for enhanced transfer options on MyOCCU Online.
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Transfer funds to another OCCU member
You can transfer money to another OCCU member without configuring an external account. Select the Add an Account tab and then select the Add an Account button.
Note: You’ll need the member’s first name, last name and their account number (not their member number).
From the list of options, select Send money to another OCCU Member.
Enter the member’s first and last name, verification method, and their account number (not their member number). Next select the checkbox to save the account for future transfers.
Transfer funds to or from an account at another financial institution
Add an external account
Edit or remove an external account
Monitor your scheduled transfers
Edit scheduled transfers
View your transfer history
Use the History tab to see past transfers, both one-off and scheduled. They are displayed with the date, amount, accounts and a success message.
By default, the transfers are sorted by date, but you can use the filter to view specific transactions.