To add an external account to transfer to and from:


  1. Login to Online Banking or the App.
  2. Go to 'Move Money'.
  3. Go to 'Manage External Accounts'.
  4. Click on 'Link via Instant Transfer'
  5. Go through the process via Plaid to connect external accounts.


To customize the name of the added external account:


  1. Login to Online Banking or the App.
  2. From the 'Accounts' tile, click on 'View all accounts'.
  3. Click on the 'External Transfer Account' tab.
  4. Click the 3 dots to the right of the account you want to nickname.
  5. Click on 'Nickname'.
  6. Type in the new Account Nickname.
  7. Click on 'Save'