Scheduled Recurring Transfers

Schedule Recurring Transfers to fit your needs!

• Scheduled Recurring Transfers are set up and managed by you through WESTconsin Online.
• Manage Scheduled Recurring Transfers through either WESTconsin Online or the Mobile App.
• Transfers typically post in the early morning hours of the scheduled date.

Getting Started

WESTconsin Online

1. Login to your WESTconsin Online account
2. Hover over Move Money > Schedule a Transfer
3. Select From and To account
4. Enter Amount
5. Click repeat transfer > complete frequency selection and end cycle
   Frequency options: every week, every two weeks, every month, twice a month, once every three months, once every six months, every year
6. Click Schedule Transfer > Confirm

Mobile App

1. Login to WESTconsin Mobile App
2. Tap Make A Transfer
3. Select Schedule tab > Schedule a Transfer
4. Select From and To account
5. Select Frequency
   Frequency options: every week, every two weeks, every month, twice a month, once every three months, once every six months, every year
6. Click Schedule transfer > Confirm

If funds are not available on the scheduled transfer date an email notification will be sent, notifying you the transfer was not successful.