Adding Accounts for Account to Account (A2A) Transfers

To transfer funds from one of your bank accounts to a bank account outside of your financial institution, you must connect an external account to Bill Pay. Your internal accounts will be added automatically from your financial institution. 

When you first navigate to Transfer Between My Accounts from the I want to menu in Bill Pay, you will be prompted to add external accounts to start using the Account to Account (A2A) features. 

Follow these steps to add an external account:

• Select Transfer Between My Accounts from the I want to drop-down menu.
• You'll see a welcome box prompting you to add accounts to get started. Click Let's Go.
  
• You will have two options for adding external accounts. Both options will require a verification process. You can either use Plaid to connect your accounts or you can add your accounts manually. Based on your choice of account verification, follow the steps below.

Adding an account with Plaid

1. Enter your phone number and click Continue. You'll be sent a verification code via text. Enter that code once you receive it to verify your phone number.
   
      
   
   
2. Select which institution provides the account you wish to add. Log into that institution using your login credentials for that institution. 
      
3. Once you've logged in, you can choose which bank account types you'd like to add to your transfer list in Bill Pay. You can choose one account or multiple from that institution. Optionally, you can change the Display name of those accounts for easier identification later. When ready, click Add Accounts.
    

Note: You can only add accounts from one institution at a time. 

The newly-added accounts will be displayed in your accounts list under the Accounts tab. 

Adding an account manually

1. Click the Accounts tab at the top of the screen then click the + button in the upper left corner.
   
2. Click the X icon to exit the Plaid screen then click Yes, exit to leave the Plaid verification workflow. 
   
3. Enter in the following information for the account you'd like to add:
   

   Name and Nickname for the account Routing number Account Number Account Type Account Owner Type

    

4. Once you've entered the information correctly, click Add Account. The newly-added account will appear in your accounts list on the Accounts tab.