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Online Transfers

Personal Banking

TRANSFERS

Securely move money between your Univest accounts or between your Univest and non-Univest accounts so funds are available for whatever you need, whenever you need it.

 

internal transfers

This free service within online banking will allow you to efficiently manage your Univest accounts when it’s convenient for you. Immediately transfer money, schedule future transfers or setup recurring transfers using your phone, tablet or computer.1
 
new internal transfer screenshot

Setting up an internal transfer is easy.

    1. Securely sign in by entering your credentials
    2. Select Transfer from the menu
    3. Choose the account to transfer from and the account you want to transfer to
    4. Enter the amount of the transfer and the frequency
    5. Select a date to complete the transfer
    6. Confirm the transfer details and tap Submit

external transfers

Our bank-to-bank transfer service within online banking offers two capabilities:
  1. Transfer funds between your personal Univest accounts and personal deposit accounts at other financial institutions.
  2. Make payments on your Univest loan from your accounts at other financial institutions.

Forget the hassle of stopping at various places to transfer money between accounts at multiple institutions. Your time is valuable and can be managed more effectively using this free online service.

 

Follow these simple steps to start using bank-to-bank transfers:

  1. Enroll in the external transfer service
  2. Login to online banking
  3. Select Bank-to-Bank Transfers in the navigation bar
  4. Complete the required fields
  5. Review details and click Submit
 

enroll in online banking button download the mobile app button
 
Don't have a Univest checking account? Find out which account works best for you or learn more about our digital banking solutions.
 
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    1. The ability to setup recurring transfers is currently only available in online banking, but will soon be available in the mobile app.
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