---
title: "Account Transfers"
slug: "account-transfers"
updated: 2022-09-22T13:02:23Z
published: 2022-09-22T13:02:23Z
canonical: "docs.corporatecu.com/account-transfers"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.corporatecu.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Account Transfers

The **Account** **Transfer** screen allows credit unions to transfer funds between their own accounts: Share to Share, Share to Loan, and Loan to Share.

The Account Transfer area is visible only with applicable permissions.

The **Account** **Transfer** card defaults to display transfers from the current day. It is displayed as a table and features options for filtering and sorting. Quick filtering date tabs are located at the top of the table. Click the appropriate tab - **Today**, **Last Week**, or **Last 30 Days** - to narrow in on one of the date range options.

Custom date ranges, as well as additional filtering, are available by utilizing the filtering options at the top of each column. Click the **arrow** next to the column header to sort the column. The orange arrow indicates which column is currently sorting the information. Search within a column by typing information into the **Search** box located just under the column header, or by utilizing the column dropdown, if available. To clear filters, click the **x** located in the search box, or click the **Clear filters** option at the top right side of the card.

![](https://cdn.document360.io/79b73003-772f-429b-afdd-b7e377cc9b05/Images/Documentation/image-1660791592126.png?sv=2026-02-06&spr=https&st=2026-11-04T11%3A01%3A09Z&se=2026-11-04T12%3A01%3A09Z&sr=c&sp=r&sig=QQ%2FUJSTxrZ%2BzfEjPEan985g0IfkR1vMYyWyUhWnOHQ8%3D)

The contents of the dropdowns are as follows:

| **Dropdown Contents** | **Option** | **Description** |
| --- | --- | --- |
| Transfer Type | All Types |  |
|  | Share to Share | Funds move from a share to another share |
|  | Share to Loan | Funds move from a share to a loan |
|  | Loan to Share | Funds move from a loan to a share |
| Status | All Statuses |  |
|  | Canceled | The Account Transfer request was canceled |
|  | Completed | The Account Transfer request has completed |
|  | Hold |  |
|  | Scheduled | The Account Transfer request has been scheduled for a future date |

To review detail related to a specific transfer, click the hyperlinked **Account** **Transfer ID** (shown above).

Transfer detail will include:

- [Transfer Type] ID
- Created by
- Transfer From
  - Account from which funds were debited (share or loan)
  - Current account information applicable to account type (share or loan)
- Transfer To
  - Account to which funds were credited (share or loan)
  - Transfer Amount
  - Effective Date
  - Current account information applicable to account type (share or loan)

Share to Share Transfer screen example:

![](https://cdn.document360.io/79b73003-772f-429b-afdd-b7e377cc9b05/Images/Documentation/image-1660791936139.png?sv=2026-02-06&spr=https&st=2026-11-04T11%3A01%3A09Z&se=2026-11-04T12%3A01%3A09Z&sr=c&sp=r&sig=QQ%2FUJSTxrZ%2BzfEjPEan985g0IfkR1vMYyWyUhWnOHQ8%3D)

Share to Loan Transfer screen example:

![](https://cdn.document360.io/79b73003-772f-429b-afdd-b7e377cc9b05/Images/Documentation/image-1660792004175.png?sv=2026-02-06&spr=https&st=2026-11-04T11%3A01%3A09Z&se=2026-11-04T12%3A01%3A09Z&sr=c&sp=r&sig=QQ%2FUJSTxrZ%2BzfEjPEan985g0IfkR1vMYyWyUhWnOHQ8%3D)

Loan to Share Transfer screen example:

![](https://cdn.document360.io/79b73003-772f-429b-afdd-b7e377cc9b05/Images/Documentation/image-1660792056693.png?sv=2026-02-06&spr=https&st=2026-11-04T11%3A01%3A09Z&se=2026-11-04T12%3A01%3A09Z&sr=c&sp=r&sig=QQ%2FUJSTxrZ%2BzfEjPEan985g0IfkR1vMYyWyUhWnOHQ8%3D)

## Create Account Transfer

To create an Account Transfer, Users must:

1. Navigate to **Money Movement**
2. Click **Transfers** dropdown, select **Account Transfer**
3. Click **Create New**
4. Select the Account Transfer type
  1. **Share To Share**
  2. **Share To Loan**
  3. **Loan To Share**
5. Select account from which funds should be debited
6. Select the account to receive the final credit
7. Indicate the **Transfer Amount**
8. Indicate transfer **Effective Date**
9. Click **Create**
10. Click **Back to Account Transfer List** in the upper left to navigate back to the Account Transfer screen

Scheduled Account Transfers may be cancelled prior to the cutoff time on the day before the scheduled transfer.

1. Navigate to **Money Movement**
2. Click **Transfers** dropdown, select **Account Transfer**
3. Search for and select the appropriate Account Transfer request
  1. Hint: Use the **Status** dropdown to filter for **Completed** and/or **Scheduled**
4. Click the **Account** **Transfer ID** hyperlink for the request
5. Click **Cancel**

## Related

- [Member Transfers](/member-transfers.md)
- [Outgoing Wire Approvals](/outgoing-wire-approvals.md)
- [Outgoing Domestic and International Wires](/outgoing-wire.md)
- [Money Movement - Outgoing Domestic Wires](/money-movement-outgoing-wires.md)
- [Money Movement - Outgoing Wire Approvals](/money-movement-outgoing-wire-approvals.md)
- [Money Movement](/money-movement.md)
- [Money Movement - Account Transfers](/account-transfers-1.md)
- [Money Movement](/money-movement-1.md)
- [Money Movement - Member Transfers](/member-transfers-1.md)