How do I transfer money between accounts?
Transferring money between accounts with Coastal Credit Union is usually done through online banking or the mobile app. After signing in, look for a transfer or move money option, then choose the account you want to transfer from and the account you want to transfer to. Enter the amount, select the date if you want to schedule it for later, and review the details before submitting. If both accounts are under the same membership, the transfer is often immediate. If one of the accounts is external or belongs to another person, there may be extra steps, such as verification or authorization.
If you are using a branch or automated phone service, the process may be different, so it helps to check the current web page for the most up to date instructions and any limits or fees that may apply. Before sending a transfer, make sure the destination account number and routing information are correct, since transfers are often difficult to reverse once completed.
Need further help?
Type out your followup or related question and we will get you an answer right away.
Need to contact Coastal Credit Union?
If you need to talk to Coastal Credit Union customer service, now that you have the answers that you needed, click the button below.
Contact Coastal Credit Union