First, click on the “Pay & Transfer” tab. Then click the “Manage Recipients” option.

Click the “Add a new recipient” button

Type in a name for the accounts you are adding. In the example, the group of accounts are being named for the bank the accounts are located in. Then click the “Add Account” button

Click on the “Select Payment Type” drop down and then select the “External” option

First select “Yes” under “Are you able to log in to your financial institution” then use the search bar to search for the name of your bank. Avoid using “the” or being too specific in your search, for example try searching “fifth” and select from the options that appear instead of searching “fifth third bank”.

Once you have searched for and selected your Bank, you will use the login information you use for that bank, then click submit. In the example, the user will login as if they were logging in to Huntington’s online banking.

Click the toggle button next to each of the accounts you would like to be visible in the OUCU Financial online banking, then click the “Submit” button.

Click the toggle button next to each of the accounts you would like to be visible in the OUCU Financial online banking, then click the “Submit” button.

You should get a Verification Success message, just click the “Proceed” button to continue.

Nickname each of your accounts then click the “Save Account” button. In the example the user is naming each account by the account type and the bank the accounts are held by.

Now your external accounts have been added to your OUCU Financial account. To transfer funds to or from these accounts go back to the “Pay & Transfer” tab

Now click on the “External Accounts” option. If you need to add additional accounts you can go back to the “Manage Recipients” option.

By default the transfer is set to send money from your OUCU account to the external account. To receive money from your external account click the “Receive Money” button.

First select the “Select an External Account” button, then select the group of accounts. In the example the user selected “Huntington” then you will select the specific account you want to transfer money from. In the example the user will select “Huntington Checking”

Next you will click the “Select Your Own Account” button, then select which OUCU Financial account the funds will be transferred to.

Type in the amount to be transferred, write in a memo, then click the “Continue” button. You have the option of select a date for the transfer to happen in the future, as well as making it a recurring transfer, but those can be left as they are for a simple transfer.

Check that the details of the transfer are correct, then click the “Confirm Transfer” button. A new confirmation screen will appear, just select the “Done” button and you are finished with your external transfer.