Add a transfer recipient

If you want to transfer money to another Servus member's account, you'll need to set them up as a recipient.

Here's how to add a transfer recipient:

  1. Sign in to Servus online banking and use the main menu to navigate to the Transfers tab.
  2. From the Transfers drop-down menu, select Manage transfer recipients.

  3. Select Add transfer recipient.

  4. Enter the transit number.

  5. Enter the account/MICR number.



    Both the transit and account/MICR number can be found on the account details page. Navigate to the Accounts tab and select Account details from the drop-down menu.

  6. Enter the name:

    - For personal memberships, enter the person's First name and Last name.

    - For business memberships, enter the business name in the Last name field.

  7. Assign the transfer recipient a nickname, if you want to.

  8. Select Continue.

  9. Success! You can make a transfer to this recipient.

More about transferring money

Transfer money between my accounts

Move money easily between your Servus accounts. Get step-by-step instructions to transfer money from one account to another.

Transfer money

Transfer money to another person's account

Transferring money to someone else is simple. Get step-by-step instructions to transfer money to another person's account.

Transfer money

Edit a transfer recipient

Change the nickname for a transfer recipient. Get step-by-step instructions to edit a transfer recipient.

Edit a transfer recipient

Transfer between USD & CAD

Looking for a easy way to exchange your CAD to USD? Get step-by-step instructions for transferring money between USD & CAD accounts.

Transfer USD & CAD

We're here for you every step of the way.

Check out our support centre for step-by-step instructions on new and returning features.