How to set up external account transfers

1

Add external accounts

Navigate to the Add External account page by clicking “Transfers,” “External Account Transfers,” then “Add External Account.” Insert the required information for the financial institution.

2

Wait for two small deposits

During the next two business days, you should receive two small deposits into your other financial institution’s account.

3

Verify deposited amounts

Once the deposits have been made, return back to the "Add External Account" page. Verify the two deposited amounts and click “Save." You will now be able to start transferring money.

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Credit Union of Southern California (CU SoCal) is a leading financial institution empowering those who live, work, worship, or attend school in Orange County, Los Angeles County, Riverside County, and San Bernardino County to reach their goals and build strong financial futures. CU SoCal provides access to convenient money management services and offers competitive rates and flexible terms on auto loans, mortgages, and VISA credit cards—turning wishing and waiting into achieving and doing.

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