How To Videos - Using Zelle^®

Video Transcript

You can use Zelle^® to transfer funds if you need to. Start from the Zelle^® link in the task bar at the bottom. You will see an enrollment page if you have not enrolled before. Select an email or mobile number, and an account number to enroll. Select Continue when you are ready. Enter the code when it arrives and select Verify. You will see a confirmation message. Select Continue. You can send money, or request money, and you can split an amount. You can see all your past activity by clicking on the Activity link at the bottom. Or you can use the gear link to see all your current settings. To add a recipient, use the icon in the top right-hand corner. Enter the email or mobile number of the person and follow the prompts. Select Add And Continue when you are ready. To send money, select the recipient, select the account you want the funds to come from then enter the amount. Select Review when you are ready. Please be aware that your funds will be transferred immediately using Zelle®. Review your payment and select Send when you are ready. You will see a confirmation page. Select All Done when you are ready. You can request funds in the same way. Select the person you want to request funds from, enter the amount, the account you want to receive the funds in, and select Review when you are ready. You will see a confirmation page. Select All Done when you are ready. You can also split a payment with someone. Select split when you are ready. Enter the amount to be split and the account you want your portion to be withdrawn from. You can adjust the split on the Review page, and you can enter a note. Select Split when you are ready. You will see a confirmation page. Select All Done when you are ready.