Transfer Vault

How do I make a payment with Transfer Vault?

To initiate a payment from your Transfer Vault account, follow these steps:

1. Sign In:

Log in to your Client Portal through Transfer Vault.

2. Navigate to Transfer Money:

Click on ‘Transfer Money’ located at the top of the page. Select the account from which you wish to send funds using the dropdown menu.

3. Enter Payment Details:

4. Initiate the Transfer:

Once all details are entered, click ‘Transfer Money’ to proceed.

5. Confirmation and Authorization:

Review the payment details on the confirmation page. To authorize the payment, you will need to use your DUO Mobile app.

6. Payment Confirmation:

Once approved, your payment is confirmed.

7. View Payment History:

You can review your complete payment history under the ‘History’ tab in your Client Portal.
For enhanced account management convenience, utilize the Transfer Vault mobile app available on iOS and Android. Download the app, sign in, and manage your finances with ease.

Do you require any additional help?

Contact us to learn more about our services and receive assistance from our dedicated support team.