Create a Linked Account Transfer payment

Steps to make a linked account transfer

Make sure you’re logged into NAB Connect to get started.

1. From the Payments menu, select ‘Linked account’.
2. Select the payment frequency.
   • For a ‘One-off payment’, enter the date you wish to make the transfer in the Value date field.
   • For a ‘Periodic payment’, select the cycle, then enter the first payment date and last payment date. 
3. Select the Account you would like to make the transfer from.
4. Enter an optional Description for the From account – this will appear on your account statement. 
5. Select the Account you would like to make the transfer to.
6. Enter an optional Reference for the To account – this will appear on your account statement.
7. Enter the amount you would like to transfer.
8. Select Submit to send your transfer for authorisation.

Please note

• Periodic payments can be scheduled on a weekly, fortnightly, monthly or quarterly basisrecurrence.
• Linked account transfers can be scheduled up to 90 days in advance. For periodic payments, the first payment date can be scheduled up to 90 days in advance.
• Payments are processed on business days and cut-off times apply.