Unfortunately it is not possible to edit a recurring transaction. If you wish to make a change, simply delete the existing recurring transaction and create a new one.
- Log in to Client Portal/Account Management
- Click the Transfer & Pay menu, then Saved Information
- Under Recurring Transactions, locate your recurring transaction nickname, select the entry to review the instruction, click ” X” and confirm you would like to delete the information.
Additional information on transferring funds can be found in our Users’ Guide.