Description: Make transfers, payments, setup external transfers, and make transfers to other CU SoCal Members.
External (Other financial institutions)
What will happen to my currently scheduled external transfers in the new upgrade?
All of your scheduled external transfers will continue without interruption.
Will all of my linked external accounts migrate into the new system?
Yes, all of your linked external accounts will be accessible.
What information will I need to setup a new external transfer?
You will need both the routing number and full account number of the institution you are trying to add. Sometimes that can be found at the bottom of your check.
I entered in my other bank’s information, but have not received the mini deposits I need to verify?
Please note, the process can take up to 3 business days. If you still have not received the verification deposits, please contact your financial institution to confirm account information is correct. If you need further assistance, call us toll-free at 866.287.6225.
I’ve received the mini deposits, where do I verify them?
Sure, you should have an alert as you login to your account asking to verify. If that doesn’t appear, please go to More -> Settings-> Accounts. The external account should be at the bottom of the screen.
Internal (Other CU SoCal accounts)
I’d like to transfer money over to another CU SoCal Member, how do I do that?
Sure, go to the transfer widget -> Classic and select “Transfer to another CU SoCal Member.” Please note you will need to know the recipients last name, Member Number and share ID. Also, if you would like to save the account to transfer in the future, make sure to check the box.
How will the person I am sending money to be notified?
Each time you send a transfer the Member will be notified by email.
How do I edit, delete or change a scheduled transfer that was done in the previous online banking platform?
While you can see these transfers in your scheduled history, please call us at 866-CUSoCal to make any changes.
I just transferred money to another CU SoCal Member through Internal Transfers. Why is the recipient not seeing the deposit reflected in their balance?
When transferring funds to another CU SoCal Member, the recipient may experience a short delay in seeing their balance update. If the recipient is already logged into their Online Banking, the transfer may take up to 10 minutes to appear online even though the transfer was successful.