How do I make a payment with Transfer Vault?

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

1. Sign In:

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:

Choose the currency you want to send.
Select the recipient from your list of beneficiaries.
Enter the amount you wish to send.
Use the 'purpose' box to provide a brief description of the payment (for internal records).
Optionally, include a message for the recipient.

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.

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