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Bank. Borrow. Insure. Invest.envisionfinancial.ca
ONLINE BANKING: SEND AN INTERAC E-TRANSFER®STEP-BY-STEP-GUIDE
Keeping it Simple®
2. If you’ve never sent an Interac e-Transfer®before, you’ll need to add the recipientyou’d like to send money to by clickingon Add New Recipient.
1. Click on Transfer in the left-hand menuand select Send Interac e-Transfer.
3. Fill out their information. You can chooseto send the transfer to the recipient’se-mail, mobile phone number, or both.
An Interac e-Transfer® is a fast and secure way to send funds. To send an Interac e-Transfer®, follow these steps:
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Bank. Borrow. Insure. Invest.envisionfinancial.ca
4. Enter a Security Question with a one-word Answer that only the recipientwould know. Keep in mind you shouldnever give the answer to the questionthe same way you’ve sent the e-Transfer.For example, if you send the Interace-Transfer® by email, it is safer to call theperson to tell them the answer then tosend them another email with the answer.
5. Once finished, click Add Recipient andConfirm.
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Bank. Borrow. Insure. Invest.envisionfinancial.ca
7. Scroll and choose your recipient from theTransfer To list.
6. To send a transfer, head back to SendInterac e-Transfer®.
8. Scroll and choose the account whereyou’d like the money to come from theTransfer From list. Remember that Interace-Transfers® sent from your Simply FreeAccount® are always free of charge.
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Bank. Borrow. Insure. Invest.envisionfinancial.ca
10. Click Confirm once you have doublechecked the information.
9. Put the amount you would like to transferin the Amount field. You have the optionto add in a message as well. Then clickSend Transfer.
More step-by-step instructions and guides for ATM, online and mobile banking can be found at envisionfinancial.ca/HowTo
Your security is our priority. For details on what we are doing to keep you safe and steps you can take to protect yourself, visit envisionfinancial.ca/security