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Skip scheduled transfer

This step-by-step guide is here to help make your Civic experience faster and easier! Your experience may be slightly different than this guide, depending on the device you’re using. If you need additional help, contact us at 844-772-4842.

Device instruction type

1. View accounts dashboard

Once you log in, you will see your accounts dashboard. This screen displays all your Civic accounts and cards, and any external or aggregated accounts you may have set up.

Civic app screen that list the accounts and balances.

2. Select ‘Transfer’

Along the bottom of your screen, tap Transfer.

Civic app screen that highlights the selection of transfer.

3. Select ‘Scheduled Transfers’

You will see upcoming transfers in any of your transfer series here.

Civic app screen that highlights the selection of scheduled transfers.

4. Select desired transfer

You will see a list of your transfer series. Select the series you want to edit. 

Civic app screen that highlights the selection of a scheduled transfer.

5. Scroll down

Under Scheduled Transfers, view the Transfer Details. Scroll to the When section to see the date of the next transfer.

Civic app screen that shows the details of a transfer.

6. Select ‘Skip Next Transfer’

This will take you to a new screen to confirm your decision. Keep in mind, the series will resume after the skipped transfer, if applicable.

 

Civic app screen that highlights the selection of skip next transfer.

7. Select ‘Skip Transfer’

To confirm that you want to skip the next transfer, select Skip Transfer.

Civic app screen that highlights the selection of skip transfer on the confirmation page.

8. View confirmation screen

Once you see this screen, you have successfully skipped the next transfer in the series. 

Civic app screen that confirms the cancellation of next transfer.

1. View accounts dashboard

Once you log in, you will see your accounts dashboard. This screen displays all your Civic accounts and cards, and any external or aggregated accounts you may have set up.

Civic online banking screen that list the accounts and balances.

2. Navigate to ‘Transfers & Payments’

Then, select Transfer Money from the drop-down menu. 

Civic app screen that highlights the selection of transfer money.

3. Select ‘Scheduled’

Under Transfers, select the Scheduled tab. 

Civic online banking screen that highlights the selection of scheduled.

4. Select the three dots

In the Scheduled Transfers section, locate the transfer you want to edit and click on the three small dots on the far right. Please note that if a transfer is scheduled for today’s date, it cannot be edited. 

Civic online banking screen that highlights the selection of three dots.

5. Select ‘View Transfer Details’

In the drop-down menu, click View Transfer Details.

Civic online banking screen that highlights the transfer details.

6. Select ‘Skip Next Transfer’

This will take you to a new screen to confirm your decision. Keep in mind, the series will resume after the skipped transfer, if applicable.

Civic online banking screen that highlights the selection skip next transfer.

7. Select ‘Skip Transfer’

To confirm, select Skip Next Transfer.

Civic app screen that highlights the selection of skip transfer.

8. View confirmation screen

Once you see this screen, you have successfully skipped the next transfer in the series. 

Civic online banking screen that confirms the skipping of next transfer.

CONGRATS!

That's all for this lesson. Keep up the momentum!