You may choose to set up the external account using instant account verification if the primary account holder’s name is the same at each institution.

  • On your Dashboard, select Make a Transfer.
  • Select +Add a Destination Account. If you want to add an account outside of Firstmark Credit Union, select Another Institution.
  • Select the financial institution that applies to you. You may have to search for it using the search bar.
  • Enter your account information and select Next.

Or you may choose to add the account manually by entering your account number and routing number.

  • Trial Deposits will be sent to that account within the next 24-48 hours.
  • Once those deposits are verified, you have access to initiate transfers into that account.