Transfer Funds
Transfer funds to and from your accounts, even those at other credit unions and banks!
Transferring Funds Between Your Achieve Accounts
You can transfer funds as needed or set up recurring transfers at your convenience.
Here's how to get started:
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Log into Online Banking.
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Click the "Transfers" button.
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Select the account that you want to transfer the money from; then the specific dollar amount and finally, the account into which you want the money deposited too.
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Click on "Make Transfer".
Learn more about internal transfers.
Transferring Funds to Another Financial Institution
External account transfers allow you to transfer money between your accounts at another financial institution and your accounts at Achieve.
Here's how to get started:
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Using Classic transfer, select add an external account.
Complete the requested fields and click Save.
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To confirm the external account, we will send two deposit transactions and one withdrawal transaction to the account.
Once the transactions appear in that external account’s transaction history, log back into Online Banking and click the down facing arrow at the top of your screen.
Next, click on Settings, and then the Accounts tab to confirm the external account.
Transferring Funds to Another Achieve Member
Member to Member transfers are an easy way to transfer funds to another Achieve member.
Here's how to get started:
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Log into Online Banking and select the "Transfers" button.
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Click "Classic" and then "Transfer to another Achieve Financial Credit Union Member".
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Enter the Last Name on the account you wish to transfer to.
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Select Share Account or Loan Account from the drop down menu.
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Enter the Member Number and the Suffix in the fields provided. (If you intend to transfer to this account in the future, select "Save Account for Future Use" and hit Save.
For assistance, please contact the Call Center during regular business hours at
860-828-2790, Option 5.