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How to Perform an Online Balance Transfer

How To Perform an Online Balance Transfer

Performing on Online Balance Transfer with Texas Trust is as easy as 1, 2, 3.

Step 1 - Log in to Online Banking from the box at the upper left hand corner of any page in the Texas Trust website.

Step 2 - Transfer the necessary funds from your credit card to your checking account.

This can be done by selecting Transfers from Online Banking sub menu.

From the Transfer screen, select your credit card account from the "Transfer funds from" box. (Please note: It will always default to your savings share until you select the drop down menu.)

Then select your checking account from the "Transfer funds to menu" and then complete the transfer request by choosing your transfer amount, frequency and date. You will not be charged a fee for your transfer request, and the rate you'll pay on the transferred funds will be the promotional rate offer you received.


Step 3 - Click on the Bill Pay menu and issue a payment from the account you transferred your funds to.

Be sure to schedule your bill payment at least 2 business days after your scheduled funds transfer date, to avoid any overdraft issues.

That's it! Your transfer is scheduled and you'll be saving money in no time. Should you have any questions as your following these steps, you can always contact us online or call us at (972) 263-5171.

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