Add an External Account for Transfers | TAPCO Credit Union - Tacoma & Pierce County

How To: Add an External Account For Transfers

 

Transferring Funds Between TAPCO & Other Financial Institutions is Easy

Follow these steps to add the an External Account to your TAPCO Digital Banking. This will easily allow your to transfer funds to and from your other financial institution accounts.

Click the image examples for an enlarged view in a new browser tab.

1 - Blue Login to TAPCO Digital Banking and click Transfer Add an External Account for Transfers Step 1
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Click Add an External Account

Add an External Account for Transfers Step 2
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Click Get Started to begin Instant Account Verification

In most instances you should begin with Instant Account Verification, before attempting Input Manually.

Add an External Account for Transfers Step 3
4 - Blue Select or Search for your external Financial Institution (FI) you would like to add. Add an External Account for Transfers Step 4
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Follow prompts and log in to your external Financial Institution.

Depending on your FI, you may need to perform certain security verification and give permission to share data.

Add an External Account for Transfers Step 5
6 - Blue Once you have connected to your external Financial Institution, select the accounts you would like to connect. Add an External Account for Transfers Step 6
7 - Blue Verify the information is correct and select Accept. Add an External Account for Transfers Step 7
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You select your external accounts to send and receive money from in the Transfer section on TAPCO Digital Banking

Add an External Account for Transfers Step 8
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