Create transfer rules

You can define the required information for a transfer rule by creating a transfer rule. When creating the rule, you will define the transfer accounts, the threshold balance information as well as the transfer frequency (such as daily or weekly).

After the rule is successfully created, the rule is displayed in the list on the Manage Transfer Rules page along with the status of the new rule. A rule must be in active status before the system evaluates a rule and creates a transfer based on the rule criteria.