How can the client edit or delete an internal/ external scheduled automatic transfer established through Quontic?

This process is not available through the App, instruct the client to log in to their online banking through the website browser

CX must NOT cancel or edit an automatic transfer for the client.

CX must assist the client to edit or cancel an automatic internal or external transfer established through Quontic Online Banking by providing the instructions below:

Logging into their Online Banking (website)

Click on Move Money

Click on Transfer & Pay

Click on Transfers

From the Transfers page – Click on Scheduled

Select the three-dot button to the right of the scheduled transfer

After selecting the three-dot button, the client will have a list of three options:

View Transfer Details

Edit Series

Cancel Series

Edit Series of Scheduled Automatic Transfers

The Edit series screen will populate in a side pop-up window

The client can edit the the amount, date, and the Series End only.

Series end will have 3 options

Never – client will select this if they never want the transfers to end

On Date – wants the series to end on a particular date

Occurrences – how number of times they wish to have the transfer take place – must be greater than 0

The client can add a memo to provide the cancelation reason (optional).

Select Save to implement the changes

If the client changes their mind in midst of editing their transfer – Select Never Mind returning to the scheduled transferred screen

To Cancel Series of Scheduled Automatic Transfers

The client will select Cancel Series

A cancellation confirmation popup will appear on the left side of the screen, informing the client that proceeding with the cancellation will result in the transfer no longer taking place.

The client can add a memo to provide the cancelation reason (optional).

If the client changes their mind in midst of cancelling the transfer – Select Never Mind returning to the scheduled transferred screen

Client wishes to procced with cancelling the transfer series – Select Cancel Series

The client will see a confirmation page that states “Transfer Canceled, your transfer has successfully been canceled” Select Done to return to the Scheduled Transfer screen