Lehigh Valley Educators Credit Union

LVECU e-Services Guide November 2019

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6. Select the appropriate accounts and set your thresholds for e-Notifications. 7. Click Save. If you change your mind before clicking Save, click Cancel to return to the main Notification screen. Transfers Transfers are quick and easy with e-Tran! Simply click on the Transfers icon (widget) on the e-Tran homepage and follow the steps below. For even dollar amount share to share transfers within your single sign-on accounts: 1. Click the Transfers widget. 2. The Quick transfer tab will automatically open. 3. Choose the From Account. 4. Choose the Amount to transfer. 5. Choose the To Account. 6. Click Make Transfer at the bottom right of the page. 7. Click History at the top to verify the transfer. If you would like to schedule a transfer for a later date, schedule a recurring transfer, transfer to your Visa ® Credit Card, transfer to or from a loan, transfer to an LVECU member not on your account or transfer a specific amount of money: 1. Click the Transfers widget. 2. Click on the Classic transfer tab. 3. Select the From Account from the drop-down menu. 4. Select the To Account from the drop-down menu. (If you are not adding a new member, skip to step 5.) To add another member not included in your single sign-on: a. Click Add Account. (A pop-up box will open.) b. Enter the member's First Name and Last Name. c. Choose Share or Loan from the drop-down menu. d. Enter the member's Account Number (with no leading zeros). e. Enter the Share or Loan to which you wish to transfer, adding one to three zeros at the beginning so the Share or Loan number is four digits. NOTE: If you are not sure of the correct share or loan number, contact the member to whom you are transferring funds. 5. Choose the Date you wish the transfer to begin/occur. 6. Choose the Frequency from the drop-down menu. 7. Enter a Reason if you so desire. 8. Review the Transfer Confirmation box to the right. 9. Click Confirm Transfer if everything looks good. If you have questions about setting up or performing a transfer, please contact the credit union. 5

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