1. Log in to Internet Banking
2. Click on “Transfers” and “Schedule Transfers” in the menu.
3. Select “Click Here”, then complete the transfer information by selecting a from account and a to account.
4. Enter the amount you would like to transfer.
- Transfers to or from an external checking or savings may be scheduled on a one-time or recurring basis.
- Transfers to or from an investment account (opened through HSA Bank) may be scheduled on a one-time basis.
5. After you set up an online transfer, HSA Bank will send you a confirmation email.