After receiving confirmation from your Relationship Manager that your new account with Transfer Vault has been approved, log in to your Client Portal and follow these steps to fund your account:
Access Your Account Details: Log in to your Transfer Vault Client Portal and click on the ‘Accounts’ tab in the left-side menu.
Make a Deposit: Initiate a minimum deposit equivalent to three times your account fee from your personal account or chosen funding source.
Activate Your Account: Once funded, your Transfer Vault account will be activated and ready to use.
Automatic Fee Deduction: Your monthly fees will be automatically debited from your account on the 15th of each month.
For more information on how to send, receive, and exchange money with Transfer Vault, visit our resources here. If you need assistance, please contact your dedicated Relationship Manager.
Do you require any additional help?
Contact us to learn more about our services and receive assistance from our dedicated support team.
