Transfer between accounts - commercial

Move money between your accounts, set amounts, add descriptions, and schedule one-time or recurring transfers.

Before you begin:

You must have permission to initiate a transfer.
You must have permission to both the sending and receiving accounts.

Here's how to transfer between accounts:

Select Transfers > Transfers from the main menu.
Select the Transfer from account group and account.
Select the Transfer to account group and account.
Enter the Amount and an optional description.
Select Scheduling to choose when the transfer executes. The default is a one-time transfer today. You can also set a custom frequency and end date.
Review and confirm the transfer.

More on transfers

Viewing scheduled transfers (Commercial)

See and manage transfers you have already scheduled across your account groups. Get step-by-step instructions to find them.

Transfer between USD and CAD (Commercial)

Move money between accounts of different currencies. Get step-by-step instructions and learn how the system applies limit rules using CAD conversion rates.

Viewing scheduled bill payments (Commercial)

Check upcoming scheduled bill payments and view the details for each one. Get step-by-step instructions to find them.

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

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