How to create a transfer

To create a transfer between accouns in the Back Office, you can use any of the methods described below.

  1. Navigate to Clients > General in the menu.

  2. Select the client between whose accounts you want to transfer funds.


You can use filters by name or email for quick search.

  1. Click the client name to go to details.

  2. Click the Transactions tab, then select Transfer.

  3. Click Create.

  4. Fill out the form:

  • Select a debiting account in the From account field.

  • Select a destination account in the To account field.

  • Set the transfer Amount.

  • Confirm the operation by solving a simple math problem and provide the result in Verification code.

  1. Click Save to create the transfer.