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Tools & Resources

Account Transfers


4.1 Initiate an Account Transfer

  1. From the Key Total Treasury Mobile homepage, tap ‘Account Information’, then select ‘Account Transfer’.
  2. The following options will then be available from the Account Transfer screen
    1. Tap ‘Transfer From’ to select the account the funds will be transferred from. Your selection will then show in the bar under the ‘Transfer From’ option.
    2. Tap ‘Transfer To’ to select the account the funds will be transferred to Your selection will then show in the bar under the ‘Transfer To’ option.
    3. In the ‘Amount’ field, select the dollar amount to be transferred during the transaction.
    4. The ‘Memo’ field is an optional field to place any notes you may have regarding the transaction
  3. When all of the necessary information has been completed, tap ‘Continue’.
  4. The next screen will be the ‘Review Transfer Screen’ where details of the transfer can be reviewed before being submitted. If all of the information to be submitted is correct, tap ‘Submit’ to complete the transfer.
  5. After the transfer has been submitted, the transfer confirmation screen will appear. You then have the option to create another transfer by tapping ‘Create Another Request