How to make or cancel scheduled money transfers in ATB Personal

Learn how to manage one-time or recurring scheduled money transfers, including pre-authorized contributions, between your accounts in ATB Personal.

Setting up a recurring money transfer is an easy way to create an automatic fixed-amount transfer between ATB deposit accounts on a regular basis. A scheduled money transfer made into a savings or investment account is referred to as an automatic or pre-authorized contribution (PAC). A PAC prioritizes and automates your savings by paying yourself first. 

Quick links for how to:

Schedule a Money Transfer or Pre-Authorized Contribution

To schedule a recurring money transfer or pre-authorized contribution:

  1. Log in to your ATB Personal app
  2. From the Overview screen, tap Move money in the primary navigation
  3. From the Move money menu, tap Transfer between accounts
    1. Alternatively, tap the Transfer quick link under any deposit account
  4. On the Transfer Between Accounts screen, in the Recurring transfer tab, select the account you wish to make the transfer From
  5. Select the account you wish to transfer funds To
  6. Enter the Amount you wish to transfer
  7. Select the desired transfer Frequency (weekly, every two weeks, monthly or yearly)
  8. Select the Starting date by clicking the date shown, which will launch a calendar view in which you can choose your preferred date
  9. Select an endpoint for your recurring transfer:
    1. If Never, transfers will continue to be made automatically until you stop them
    2. If End date, select the date of final transfer from the calendar view; the resulting number of transfers will be displayed
    3. If Number of transfers, enter the number of desired transfers; the resulting end date will be displayed
  10. Tap Submit
  11. Review and verify the transfer details then tap Transfer to complete the transfer
  12. You will then be shown a confirmation screen

There are different steps to schedule a one-time money transfer or pre-authorized contribution, if a recurring transfer is not your goal.

View or Cancel a Scheduled Money Transfer or Pre-Authorized Contribution

To view or cancel a previously scheduled money transfer or pre-authorized contribution:

  1. Log in to your ATB Personal app
  2. From the Overview screen, tap Move money in the primary navigation
  3. From the Move money menu, tap View scheduled transactions
  4. On the Scheduled Transactions screen, tap the relevant transfer
  5. To cancel a scheduled transfer:
    1. On the Transaction Details screen, tap Cancel scheduled transfer
    2. Review and confirm your decision by tapping Confirm

 

Learn more about the ATB Personal app

Need help?

Our Client Care team will be happy to assist.

ATB Virtual Assistant
The ATB Virtual Assistant doesn't support landscape mode. Please tilt your device vertically to portrait mode.
×