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Edit a Transfer

The Edit Transfer screen is used to change a scheduled transfer of funds between accounts at M&I.

You can access the Edit Transfer screen by clicking Scheduled Transfers and then clicking Edit next to the transfer that you want to change.
  1. From your navigation links, click Scheduled Transfers.

    Result: The Scheduled Transfers screen is displayed.

  2. Click Edit next to the transfer that you want to change.

    Result: The Edit Transfer screen is displayed.

  3. Make your changes.
  4. Click Save Changes.

    Result: The Edit Transfer Verification screen is displayed.

  5. Review the transfer details. If correct, click Save Changes.
    Note: You can click Edit to make additional changes.

    Result: The transfer is submitted and the Edit Transfer Confirmation screen is displayed.

  6. Note the Confirmation Number for your records.

If the transfer is scheduled to occur on a future date and changes are needed, click View Scheduled Transfers. Then, click Edit next to the transfer you wish to change.

Parent topic: Transfers
See Related Topics:
Delete a Transfer
View Scheduled Transfers
Make a Transfer