Online Banking (Client View) – Move Money

• Move Money > Transfer
• Transfer allows the client to transfer from their internal and external accounts

1. Add An Account

• If the client needs to have the external transfer feature added, see external transfer KB articles

• Select Add Account
• Client will input transfer instructions
  • Dollar amount
  • Description (optional)
  • Frequency
  • Transfer date
    • can be scheduled immediately or for a future date
• Select Continue
• Verification of Transfer Page
  • Confirm, edit, or cancel the transfer
• Submit Transfer
• Client can select make another transfer or view transfer activity

2. Transfer > Activity

• Clients can search transfers and view details by selecting the three-dot menu and print
• View Details link directs clients to Transfer > History and includes
  • Reference number
  • Type of transfer
  • Transfer date
  • Origination account
  • Destination account
  • Amount
  • Description
  • Status
• Show User Interaction
  • Date created
  • If it was modified or deleted
• Search transactions by
  • Status
  • Date
  • Account

3. Transfer > Manage Templates

• Create a template for reoccurring or frequent transfer
  • destination and origination account
  • Amount
  • Optional Description
  • Once created, clients can edit or delete templates

4. Transfer > Manage Account

• Client has view of internal and external linked accounts
• Selecting the three-dot menu, clients can:
  • View
  • Edit
  • Delete
• If an account has not been confirmed, the only option on the three-dot menu will be Verify
• Three-dot menu > View
  • Account number
  • Routing number
  • Financial institution
  • Status of account
• To name the external account and edit the owner of the account
  • Three-dot menu > Edit
  • Edit Icon from the View Screen
• Save or Cancel to return to Manage Accounts page

5. Add an Account >

• Internal
  • Client will input
    • Account type
    • Account number
    • Personal or company/business
    • Last name
    • Account name

• External
  • Client will select
    • Account type
    • Business account
    • Routing number
    • Account number
    • Financial institution
    • Account Relationship
    • Owner Details
    • Account name

• Quontic Online Banking does NOT allow for an external transfer out of a business account at another financial institution. Client may only transfer into an external bank business account

6. Move Money > Loan Payment

• See Transfer section for detailed description as Loan Payment mirrors the same format
  • Activity
  • History
  • Manage templates
  • Manage accounts

• Loan Payment > Make Payment
  • client can select
    • origination account
    • destination loan
    • amount
    • description
    • frequency
    • transfer date

7. Move Money > Bill Pay

• Client will be prompted to enroll in bill pay for when they first access bill pay
• Where do I enroll for Quontic Mobile Bill Pay?
• See Bill Pay KB Articles