Creating transfers

With Banno Mobile end users can create one-time transfers, scheduled transfers, and recurring transfers. End users can create internal transfers within the financial institution (FI) and external transfers from one FI to another.

Two accounts must be associated with the app to complete a transfer. Scheduled transfers and recurring transfers are available only for Jack Henry core institutions.
  1. Open the app menu and select Transfer.
  2. Select Make a transfer.
  3. If prompted, answer the security question and select Submit. If not, continue to the next step.
  4. Select the account that you want to transfer funds from, and then select an account for the destination.
  5. Enter the transfer amount.
  6. Choose a situation and follow the corresponding steps.
    Situation Steps
    Creating a one-time transfer Select Submit.
    Creating a one-time scheduled transfer

    This option is only available for financial institutions using a Jack Henry core.

    1. Select More options.
    2. Select the Date field.
    3. Select a date for the transfer if you want something other than the Soonest available default.
    4. Select Submit.
    Creating a recurring transfer

    This option is only available for financial institutions using a Jack Henry core.

    1. Select More options.
    2. Select the Date field.
    3. Select a date for the repeating transfer to start.
    4. Change the Frequency field.
    5. Select Submit.
    Tip: If your transfer is an immediate, internal transfer, you can add a memo note by selecting More options and completing the Memo field.
Parent topic: Transfers