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View scheduled transfers

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. Navigate to ‘Transfer’

Along the bottom of your screen in the navigation menu, select Transfer.

Civic app screen that highlights the selection of transfer.

3. Select ‘Scheduled Transfers’

This will take you to your list of active transfer series.

Civic app screen that highlights the selection of scheduled transfers.

4. Select desired transfer

From the list of your transfer series, select one series to see its details.

Civic app screen that shows a scheduled transfer.

5. Scroll to view more details

Scroll down to view additional details such as who scheduled the series, its frequency, series end date, and more.

Civic app screen that shows the details of a 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’

At the top menu navigation, select Transfers & Payments. A drop-down menu will appear.

Civic app screen that highlights the selection of transfer money.

3. Select ‘Scheduled’

Along the top of the Transfers section, select the Scheduled tab.

Civic online banking screen that highlights the selection of scheduled transfers.

4. Select the three dots

Locate the transfer you want to view, and select the three small dots on the far right. From the drop-down menu, click View Transfer Details.

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

5. Scroll to view more details

Scroll through the panel on the right side to see more details on your transfer series.

Civic online banking screen that displays the transfer details.

CONGRATS!

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