Transfer Money Between Other Accounts

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Transfer Money Between Other Accounts

Transfer money between your Westerra account and accounts at other places!

Move money anywhere you need, anytime you want! With Transfer Money you can:

  • Move money from other financial institutions into your Westerra account or deposit money into an account at another financial institution.
  • Set up automatic transfers to save time.
  • Transfer between multiple accounts.

How to Begin Using Transfer Money:

  • Log in to Westerra Online Banking, click on the Bill Pay tab, and click on the What else can I do? link. 
    You can skip this step if you are already enrolled in Bill Pay.
  • Click on the “Transfer Money" tab,
  • To start the transfer process you will need to Add an Account.
  • Fill in the appropriate fields including an Account Nickname, Account Type, Routing Number and the Account Number. Check the box that you understand the confirmation process near the bottom. PLEASE NOTE: The system will not recognize the Westerra Credit Union Routing Number. Please use the Online Banking transfer option for Westerra accounts.
  • The system will need to verify this account by depositing two small test transactions and one test withdrawal to confirm your ownership of the account(s). This can take up to 2 business days. You will then see a screen that will let you know when you can verify the account.
  • Within 24 hours, you will receive an email from stating the payment account that was added needs to be confirmed.
  • Once the test transactions have been posted to the other financial institution account, you will need to verify the transactions within the Transfer Money tab.
  • You can verify the account by clicking Yes.
  • You will then enter the test deposit amounts and click Verify Account.
  • To set up a transfer, you will then designate the From account and the To accountthe Amount, the Transfer Date and whether the transfer is a one-time transfer or a repeating transfer.
  • The Preview Transfer screen will give you a summary of the transfer including the withdrawal date and expected deposit date. If the information is correct, click on the Make Transfer button. Otherwise, edit your transfer or click Clear Form.
  • The Transfer Summary screen will display and the transfer will be processed.

  • You may view the Pending Transfers and Recent Transfers boxes on the right of the screen.

Transfer Money FAQs