Important Details

Transfer-to-a-Friend

Business and personal loans from Zions Bank
 

If your friends have an account with Zions Bank, our Transfer-to-a-Friend feature makes reimbursing your friends practically effortless.

Set-up is simple and the transfers take place instantly (friend account must also be a Zions Bank checking or savings account)! Follow the steps below to add your friends' accounts to your account profile and to complete funds transfers.

Add a Friend's account to your profile

  1. Log into your Online Banking account.
  2. Click on "Advanced Transfer Options" list on the "Transfers" section.
  3. Click "Other Accounts."
  4. Select "Add Friend's Account at Zions."
  5. Enter the full 9 or 10-digit* account number of the account you wish to add (you'll need to get the account number from your friend). You can also assign a nickname to the account so you'll easily recognize which friend it belongs to.
  6. Click "Preview Account."
  7. At this point you can either Cancel, Edit or Submit the account addition.
  8. If you choose "Submit", the new account will be added to your list of friends' accounts, and you'll be able to complete transfers to them immediately.

Transfer funds to a friends account

  1. Log into your Online Banking account.
  2. Under "Quick Transfers", using the drop-down boxes, select the account of yours that you want to transfer funds FROM and the friend's account you want to transfer funds TO. (Please note that you must add your friends' account to your account profile before you can process a funds transfer.)
  3. Enter the amount of the transfer, including dollars and cents.
    (Example: 14.75) You can also enter any specific notes concerning the transfer in the "Memo" field.
  4. Next, enter the date that you want the funds to be transferred.
  5. If everything looks good, click "Submit". A confirmation will appear when the transfer is complete.

Once the transfer has been submitted, you'll immediately be able to review this transaction in the "Activity" section of your account. It will appear as "Online Banking Transfer"

If you have any questions about this process please contact our customer support team
at 1-800-840-4999.

 

* Zions Bank checking accounts are 9-digits in length; savings accounts are 10-digits.

This page was last modified on Mon Apr 21 16:05:56 MDT 2014