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!
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.
Enter the recipient information, along with any other applicable details for the wire.
