Creating A Wire Transfer Template
Select 'Money Movement' then ‘Wire’.
Go to the 'Manage Templates' tab and select 'Add a template'.
Create a 'Template Name' and enter the debit information, then select 'Continue'.
Tip: You can approve wires on the go using the ConnectOne Bank Business Mobile App!
Enter the recipient information, along with any other applicable details for the wire.
Review all of the wire details. When ready, select 'Add Template' to save.
You will see a confirmation when the wire transfer template has been added successfully.
