How to create a transfer

To transfer funds between accounts of the same client via the Back Office:

1

Navigate to Clients > General.

2

Select the client and click the Edit button.

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

3

Go to the Transactions tab, and then select Transfer.

4

Click +Create.

5

Fill out the form:

• Select a debiting account in the From account dropdown.

• Select a destination account in the To account dropdown.

• Enter the transfer amount.

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

6

Click Save to create the transfer.