Cross Account Access gives you a convenient way to transfer funds to other accounts at the Credit Union. This free service is great for:
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Linking two separate accounts if you set one up as your individual account and one as a joint account with a spouse or partner
- Transferring money to a spouse’s or child's account
Once the accounts are linked, you can even set up a Scheduled Recurring Transfer through Online Banking to automatically occur. Linking the accounts will not allow you to see the balance on the additional account.
To set up Cross Account Access, you can fill out the Cross Account Access form (PDF), and submit the form in person or by mail.*
*Original, signed copy of Cross Account Form required. Fax versions are not acceptable.