How to make or cancel scheduled transfers on 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 transfer
• View or cancel a scheduled transfer

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 want to make the transfer From
5. Select the account you want to transfer funds To
6. Enter the Amount you want 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 where 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, which means you're all done!

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
   3. You're all done!

Learn more about the ATB Personal app