Transferring funds

Move funds easily with Online Banking

You can transfer money between your accounts or to other BlueShore clients quickly and easily using Online Banking.

Transfer between your accounts

After logging in to Online Banking:

• From the Account Summary page, click on Transfers from the left-hand menu.
• Select the Transfer From account from the drop-down menu and enter the Transfer Amount.
• Select the timing for the transfer from the Schedule Transfer:
  • Immediate Transfers happen right away
  • Scheduled Transfers happen once on a specified future date
  • Recurring Transfers happen on a regularly scheduled date, for example, at the end of each month
• Select the Transfer To account from the drop-down menu.
• If you chose a scheduled or recurring transfer, you will also be asked to specify the date(s) of the transfer.
• Click Continue, review your transfer details, then Confirm.

Tip: When you set up a scheduled or recurring transfer, select the date that is one day before you want the money to appear in the new account. For example, if you want the funds to appear in the new account on September 30, you need to enter September 29 as the Transfer Date. Transfers are completed overnight and appear in the new account the following morning. When you choose Immediate Transfer, however, the funds are moved instantly.

Transfer to another BlueShore client

The first time you want to use this feature, we need to help you set it up. Once that’s done, you will see the other client’s account as an option in the Transfer To drop-down menu. Repeat the instructions above to complete the transfer.

Talk to us

If you have any questions about transferring funds or would like to set up a between-client transfer, please call us at 604.982.8000 (toll-free 1.888.713.6728), send us a message, or visit a local branch.