Online Banking (Client View) – Move Money

Move Money > Transfer

Transfer allows the client to transfer from their internal and external accounts

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