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How do I schedule a transfer or payment?

How do I schedule a transfer or payment?

You can schedule a transfer between your own accounts or a payment to someone else. The steps are similar, but the journey starts differently depending on what you want to do.

Schedule a transfer between your own accounts

Schedule a transfer between your own accounts

  • Log into the mobile app
  • Tap ‘Payments’ at the bottom of the home screen
  • Make sure the account shown is the one you want to transfer money from    

   - Swipe to change accounts or tap ‘Change account’

  • Tap ‘Transfer money’
  • Enter the amount you want to send
  • Tap ‘Pick a Payment date’
  • Choose the date you want the transfer to be made
  • Tap ‘Done’
  • Tap ‘Continue’
  • Check the details on the ‘Check and confirm’ screen
  • Tap ‘Schedule payment’
  • A confirmation message will appear
  • Tap ‘Done’ to go back to ‘Payments’

Schedule a payment to someone else

Schedule a payment to someone else

  • Log into the mobile app
  • Tap ‘Payments’ at the bottom of the home screen
  • Make sure the account shown is the one you want to pay from

- Swipe to change accounts or tap ‘Change account’

  • Tap ‘Send money’
  • Tap ‘Make a Payment’
  • Select a saved payee or choose to pay someone new
  • Enter the amount you want to send
  • Tap ‘Pick a Payment date’
  • Choose the date you want the payment to be made
  • Tap ‘Done’
  • Tap ‘Continue’
  • Check the details on the ‘Check and confirm’ screen
  • Tap ‘Schedule payment’
  • A confirmation message will appear
  • Tap ‘Done’ to go back to ‘Payments’

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