Make External Transfers

Use the transfer feature to move money between your Rosedale Federal accounts and your personal accounts at other financial institutions.

Once a connection has been established as shown below, you will be able to make transfers from our online banking and mobile app.

Mobile app Desktop

Step 1: Add an account
To connect with another financial institution, click on "Settings" under the main menu and select "External Transfers" to add an account.

external transfer step 1 screenshot

Step 2: Add external accounts
Select "+" in upper right-hand corner

External mobile screenshot 1

Step 3: Confirm password

Step 4:  Then enter your external bank's account name, routing number, account number, and type of account (checking or savings) to establish a connection.

external transfer step 3 screenshot

Step 4: External account verification
To verify the external account, the system will send two small amounts to the account you are adding. They will arrive in 3 to 5 days, and you will need to return to confirm the amounts. To confirm the amounts, in the Transfers screen, click "External accounts".

External Transfer Confirmation screenshot

Step 5: Making transfers
After these amounts have been confirmed, the external transfer account will be listed under "External Transfers".

Step 1: Add an account
To connect with another financial institution, click on the "Transfers" menu option,  and select "+ External account"

Desktop External Transfer Screenshot 1

 

Step 2:  Confirm your password.

 Step 3:  Add external accounts
Then enter your external bank's account name, routing number, account number, and type of account (checking or savings) to establish a connection.

Add an external account screenshot

Step 4: External account verification
To verify the external account, the system will send two small amounts to the account you are adding. They will arrive in 3 to 5 days, and you will need to return to confirm the amounts.  To confirm the amounts, in the Transfers screen, click "External accounts".

 external account verification screenshot

 

Enter the two amounts that were sent to the account you added and click "Confirm".

External Transfer Confirmation screenshot

Step 4: Making transfers
After these amounts have been confirmed, the external transfer account will be listed under "External Transfers".

add external account screenshot