Money Transfers
Reliable money transfers between Wellby accounts.
Account Transfers Designed with You in Mind
Whether you’re making a payment to your Wellby loan, moving money to savings, or transferring to another Wellby member, our online money transfers are simple, secure, and speedy. We provide tailored options designed to fit your unique financial needs.
Transfers You Can Trust
Transfers between Wellby accounts are easy, safe, and secure.>
- Transfer funds today, schedule for the future, or add recurring transfers every week.
- Make a payment on your Wellby loan by simply moving funds directly from your Wellby account.
- Quickly move money between your Wellby accounts or to another Wellby member.
Money Transfer Process
Step 1
Step 2
Select "Transfers" from the dashboard or left navigation. Then select which accounts you would like to transfer funds between.
Step 3
Make Transfers to Another Wellby Member
Send money from your Wellby account to another Wellby member. With the information in hand for the member's account, you can make the transfer in no time. Follow these steps to complete the transfer on desktop. View instructions for mobile.
Step 1: Log in to your Wellby online banking dashboard.
Step 2: Select “Member to Member” from the left-hand menu, or via the “Member to Member” tile on your dashboard.
Step 3: Select + New Member Transfer
Step 4: Enter the first three letters of the receiving member’s last name.
Step 5: Enter the member number, account type, and share ID of the receiving member’s account. You may also check the box “Save for future use” and add a nickname to save this payee.
Step 6: Once the payee information is entered, click Next.
Step 7: Select which account you would like to transfer from.
Step 8: Enter the amount you would like to transfer.
Step 9: Select the frequency for your transfer. The options include once, weekly, monthly, every two weeks, and twice a month.
Step 10: Select the date you would like to transfer on. Date options will depend on the frequency selected. Note: You may add a memo to the transfer, this option is only available for One-Time transfers.
Step 11: Click “Next” to review your transfer. Then click “Submit”.
Step 12: You’ll receive a confirmation for your transfer and can select “Done” to return to your dashboard.
On Demand Availability
Our Wellby mobile app places all the tools you need one in spot.
Let's Get Started
You’re just a few clicks away from starting your new financial journey.
Let’s reach your dreams together.
Money Transfer FAQs
You’ve got questions about transfers, and we have answers. Check out our FAQ pages for more information!