To add an external account to transfer to and from:
- Login to Online Banking or the App.
- Go to 'Move Money'.
- Go to 'Manage External Accounts'.
- Click on 'Link via Instant Transfer'
- Go through the process via Plaid to connect external accounts.
To customize the name of the added external account:
- Login to Online Banking or the App.
- From the 'Accounts' tile, click on 'View all accounts'.
- Click on the 'External Transfer Account' tab.
- Click the 3 dots to the right of the account you want to nickname.
- Click on 'Nickname'.
- Type in the new Account Nickname.
- Click on 'Save'