Creating Wire Templates
The Wire Templates section allows you to create a template for recurring wire transfers.
Mobile
If you're using a mobile device, follow the steps below. For computers, go to the desktop steps
From the bottom menu, select Send Wires, then Wire Templates.
.png)
Select Create New Wire Template. Enter all the necessary information. Tap Save when done.
.png)
.png)
When you’re ready to submit a wire using your saved template, select Wire Templates, and then tap Schedule. Review the wire details and follow the same process as the One-Time Wire instructions.
Desktop
If you're using a computer, follow the steps below. For mobile devices, go to the mobile steps
From the Send Wires menu, select Wire Templates, then click Create New Wire Template.
Complete the required fields, and click Save.
When ready to submit a wire using your saved template, select Wire Templates, and then click Schedule.
Review the wire details and follow the same process as the One-Time Wire instructions.
.png)