Configure Semi-Monthly Auto Transfers
These steps explain how to configure an auto transfer frequency.
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An example would be configuring a semi-monthly frequency if you would like money transferred twice a month.
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Launch Tool #165 Auto Transfer Frequency Configuration.
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Click Add.
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On the Configure AFT/CFT Frequency Codes pop-up, enter a letter for the new frequency in the Frequency code field.
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In the Description field, enter a name for the new frequency (i.e. Semi-Monthly).
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In the Method field, select either Semi-monthly by day or Specify days/months.
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Check the Display in online banking box if you would like this new frequency to show up for members in online banking when they're selecting an AFT/CFT frequency.
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Click the forward arrow.
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Depending on which option you previously selected, either Semi-monthly by day or Specify days/months, you'll need to do the following:
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Semi-monthly by day: In the Transfer day 1 and Transfer day 2 fields, enter the days on which you would like the transfers to occur (1st and 15th of each month, etc.).
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Specify days/months: In the Transfer frequency field, select Days or Months and then enter the desired day/month (15th day of each month or 1st month of the year, etc.).
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Click Update.