online banking send an interac - envision financial

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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 recipient you’d like to send money to by clicking on Add New Recipient. 1. Click on Transfer in the left-hand menu and select Send Interac e-Transfer. 3. Fill out their information. You can choose to send the transfer to the recipient’s e-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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Page 1: ONLINE BANKING SEND AN INTERAC - Envision Financial

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:

Page 2: ONLINE BANKING SEND AN INTERAC - Envision Financial

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.

Page 3: ONLINE BANKING SEND AN INTERAC - Envision Financial

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.

Page 4: ONLINE BANKING SEND AN INTERAC - Envision Financial

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