Filter the list of transfer rules

About this task

If the number of user-defined rules requires that you scroll through several pages to find the one you are looking for, or you want to view rules that meet specific criteria, you can use the filter section of the Manage Transfer Rules page to filter the rules that display in the list.

Procedure

From the Transfers menu, in the Manage section, select Transfer Rules. The Manage Transfer Rules page appears.
Note: If a Transfers menu is not available, transfer rule options may be accessed using the Payments menu.
Select one or more of the following filter options:

Target Account

The account selected as the Target Account in transfer rules

The target account is the account for which the balance will be evaluated, based on the defined transfer rule criteria

Select one account or leave the default value (Select an Account).

Secondary Account

The account selected as the Secondary Account in transfer rules

The secondary account is the account that funds will either be transferred from or to, based on the threshold type.

Select one account or leave the default value (Select an Account).

Threshold Type

Indicates whether funds are transferred from or to the target account

Two threshold types, above and below, determine if funds are transferred from the target account or to the target account.

Select one type or leave the default value (Select Type).
Click Search. The Transfer Rules list updates to display the rules that match your filter selections.