Table of Contents

Online Glossary

Transactions > Recurring

• Page Review: Manage Recurring Transactions
• How do I cancel a single occurrence of a recurring transaction?
• Can I modify a recurring transaction?

Page Review: Manage Recurring Transactions

This page is dedicated to display recurring payments or transfers that you have created. A recurring transaction happens on a preset schedule that you determine. You can review or delete individual occurrences of each recurring transaction, as they are scheduled, under the Accounts>Online Activity menu.

Cancelling a Recurring Transaction

1. Select the transaction you want to cancel by clicking on the transaction.
2. Select the ‘Cancel’ button on the menu bar.
3. You will be asked to confirm your cancellation.

Viewing a Recurring Transaction

1. Select the transaction you want to view by clicking on the transaction.
2. Select the ‘View’ on the menu bar. You can also double click on the grid.
3. You will be directed to the Transaction Preview page where you can review the details of the transaction and approve/cancel the transaction, as necessary.

Frequently Asked Questions: Manage Recurring Transactions

Q: How do I cancel a single instance of a recurring transaction?
A: You can cancel a single occurrence of a recurring transaction in Online Activity. Note that each recurring instance of the transaction is scheduled only when the previous instance of the transaction has been processed or completed and is displayed under the Accounts>Online Activity menu. Find and click on the instance you wish to cancel and select ‘Cancel the selected transaction’. The transaction will be cancelled without affecting the other occurrences of the transaction.

Q: Can I modify a recurring transaction?
A: No, recurring transactions may only be created or cancelled. You can also cancel individual occurrences of the transaction under the Accounts>Online Activity menu.