How to make or cancel scheduled transfers on ATB Personal
Learn how to manage one-time or recurring scheduled transfers between accounts or pre-authorized investment contributions on ATB Personal banking.
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 Recurring Money Transfer or Pre-Authorized Contribution
- Log in to your ATB Personal app
- From the Overview screen, tap Move money in the primary navigation
a. Alternatively, tap the Transfer quick link under any deposit account - From the Move money menu, tap Transfer between accounts
- On the Transfer Between Accounts screen, in the Recurring transfer tab, select the account you want to make the transfer From
- Select the account you want to transfer funds To
- Enter the Amount you want to transfer
- Select the desired transfer Frequency (weekly, every two weeks, monthly or yearly)
- Select the Starting date by clicking the date shown, which will launch a calendar view where you can choose your preferred date
- Select an endpoint for your recurring transfer:
- If Never, transfers will continue to be made automatically until you stop them
- If End date, select the date of final transfer from the calendar view; the resulting number of transfers will be displayed
- If Number of transfers, enter the number of desired transfers; the resulting end date will be displayed
- Tap Submit
- Review and verify the transfer details then tap Transfer to complete the transfer
- You will then be shown a confirmation screen, which means you're all done!
Cancel a Scheduled Money Transfer or Pre-Authorized Contribution
- Log in to your ATB Personal app
- From the Overview screen, tap Move money in the primary navigation
- From the Move money menu, tap View scheduled transactions
- On the Scheduled Transactions screen, tap the relevant transfer
- On the Transaction Details screen, tap Cancel scheduled transfer
- Review and confirm your decision by tapping Confirm
- You're all done!