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.

See: How can I set up a recurring deposit? and How can I set up a recurring withdrawal?

Additional information on transferring funds can be found in our Users’ Guide.