How can I make a transfer to my account at another bank or credit union?

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Your accounts at other financial institutions can be linked to Digital Banking with OnPoint so you can transfer money between two banks without having to go to multiple sites! When you add another account, you are asked to verify your ownership of that account by confirming two small deposits OnPoint makes into the external account.

Add your personal external account

  1. Click Add External Account from the Payments & Transfers tab.
  2. Enter the account number.
  3. Select the type of account using the "Account Type" drop-down.
  4. Enter the financial institution’s routing number. These numbers are located at the bottom of a paper check or deposit slip from your check book.
  5. Click the Continue button.

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As soon as OnPoint makes two small deposits of less than one dollar into your external account, you are asked to verify those amounts within Digital Banking. Once they are confirmed, you can begin transferring money with the external account.

Verify your personal external account

  1. Click Verify External Account from the Payments & Transfers tab.
  2. Select the account you would like to verify.
  3. Enter the amounts of the two small deposits which have been made into your external account.
  4. Click the Continue button when you are finished.

Once your external account has been added and verify, you can begin making transfers to this account.

Transfer between your OnPoint account an account at another financial institution

  1. Click Account Transfer from the Payments & Transfers tab.
  2. Select the accounts to transfer funds between using the "To" and "From" drop-downs.
  3. Enter the amount to transfer.
  4. (One-Time Transfer Only) Enter the date to process the transaction.
  5. If you would like to set up a recurring transfer, enter a start date for this transaction using the calendar feature and decide if the transfer will repeat forever or have an end date.
  6. Click the Transfer Funds button when you are finished.

Note: Email should not be used to share important or sensitive information.

The security and privacy of your information is important to us. When communicating with us via email please do not send any information that is considered confidential or sensitive in nature. If you need to communicate any personal information (account numbers, social security number, etc.) please feel free to call the number listed in my profile or contact OnPoint Member Services at 503.228.7077 or 800.527.3932.

 

 

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