As with most banking apps, Access allows users to transfer funds directly to other accounts. The Pay & Transfer screen of the Access mobile app provides guidance on each step of the process. Whether settling bills, sharing expenses, or managing various accounts, the fund transfer feature within the app streamlines financial transactions, emphasizing simplicity and ease of use.

Article Topics

• Navigation
• About the Pay & Transfer screen
  • Send payment to screen
  • New Recipient screen
  • New payment screen
  • Review Payment screen

Navigation

To access the Pay & Transfer screen, select Pay & Transfer from the bottom menu.

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About the Pay & Transfer screen

Transferring funds is a process involving multiple screens. The app uses each screen to perform a single step in the process, which provides the user with clear guidance on completing a transfer. The tables below define the fields on each screen.

Send payment to screen

		Field	Description
		New Recipient	Opens the New Recipient screen where users add accounts to which money can be transferred.
		Select Destination Recipient	After the recipient account is added, users select the account to which they want to transfer money.
		Continue	Opens the New Payment screen to being the process of transferring funds.

New Recipient screen

		Field	Description
		Full Name	First and last name of the recipient or the full name of the business to which money will be sent.
		Routing No.	Routing number for the recipient's bank account.
		Account No.	Account number for the recipient's bank account.
		The recipient is	Indicates whether the recipient is a person, a business, or other.
		Save contact for future transactions	Saves the new recipient to Select destination recipient list on the Send payment to screen so that this recipient can be easily selected for future transactions.
		Continue	Saves the new recipient and continues to the next step.
		Back	Returns to the previous screen without saving the new recipient.

New payment screen

		Field	Description
		From / To	Shows the direction in which money will be sent.
		Amount	Amount to be transferred.
		Continue	Saves the amount and continues to the next step.
		Back	Returns to the previous screen without saving the amount.

Review Payment screen

		Field	Description
		From / To	Shows the direction in which money will be sent.
		Payment details	Displays the following payment details: Amount - The amount to sent to the recipient. Fee - The cost of processing the transfer. Date - Date of the transaction.
		Description	An optional field that allows the user to enter a note or comment to attach to the transaction.
		Complete Payment	Submits the payment for processing.
		Back	Returns to the previous screen without saving the payment.

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