1. Log onto Online Banking 
    1. Go to servucu.com or open the ServU Mobile App
    2. Enter Username and Password
    3. Click “Log in”
    4. Complete Verification code (if applicable)

 

  1. Go to Make a Transfer (by one of two options):
    1. In the “My Accounts” section select the “Transfer” icon
    2. Along the top menu tabs, go to the Transfers tab
      1. Under the drop-down menu select Make a Transfer
    3. In the App, select Transfers, located at the bottom of the screen

 

  1. Transfer the funds
    1. In the From drop-down select the account you want to withdraw the funds from
    2. In the To drop-down select the account you want the funds deposited to
      1. To send funds to another ServU member you are not joint with:
        1. Select + Add Recipient
        2. Input the first 3 characters of the last name of that primary member’s name
        3. From the drop-down menu select the type of account to transfer the funds to (ie Regular Shares, Share Draft Checking, etc)
        4. Input the account suffix
          • Ex: 1 for Regular Shares, 8 for Share Draft Checking, or the loan number
        5. Input the Member Number of the account you wish to send funds to
        6. Click Add Recipient
        7. Review & Add
    3. Select the date you want the funds to occur
      1. The calendar will appear, select the date for the Transfer to occur
      2. Note: you cannot create future or recurring payments to a recipient you have added
    4. Enter the dollar amount of the funds to be transferred
    5. Optional – Enter a memo/description for the Transfer
    6. Click Make Transfer
    7. Review the Transfer information
      1. If correct click Confirm
      2. If incorrect click Cancel
        1. Correct the information then repeat step C - 7
    8. Finished