Saved Information

Saved information contains information about the financial institution involved in a funding transaction in your account that you can reuse in future transactions. When you set up a deposit/deposit notification or withdrawal on the Fund Transfers page, you are prompted to save the information about your financial institution. This bank information is saved under a name you enter, and you can view all of your saved bank information on the Transfer & Pay > Saved Information screen.

Using the Saved Information Screen

On the Saved Information screen, you can:

  • View the details of any saved Bank Information, Recurring Transaction or Position Instruction.
  • Delete saved Bank Information, Recurring Transactions or Position Instructions.