Whether it be high-value payments, liquidating investments, property-related transfers, or pensions, your clients can trust their dedicated OFXpert to lead a simple and secure transfer. With simple setup, $0 OFX fees and 24/7 support, partnering with OFX helps your clients access the FX services they need.
International transactions involving large sums can have hefty fees and long processing times. OFX is proud to offer competitive rates and high speed for cross-border payments.
Property
Whether it’s a lump sum or recurring payments, OFX can help your clients transfer money across borders and between currencies when they are buying, selling or paying off properties overseas.
Investments
Are your clients active in global investments? Whether they’re buying international stocks or liquidating investments overseas, OFX can make payments, receivables and investments seamless.
Pensions
Do you have retired clients with overseas pensions? Help them keep more of their money as they repatriate their pensions according to their cash flow needs.
Why Partner with OFX
Cost-effective partnership
More benefits for your clients, including preferred rates, at no cost to your business.
Simple setup and 24/7 support
As a partner, you can enjoy a free, simple setup guided by your dedicated account manager.
Revenue share program
Refer clients to OFX and you could enjoy a new revenue stream. OFX provides marketing materials to promote the partnership.
Visibility and analytics
Understand your clients’ needs and how they utilize their OFX account with custom engagement reports.
Staying informed of currency moves just got easier
Rate alerts
We stay on top of global markets 24/7, so you don’t have to. Sign up for OFX rate alerts and we’ll notify you once your client’s desired rate is reached.
You didn’t go into business to be an economist. Let our OFXperts do the hard work for you. Subscribe to OFX daily or weekly currency updates to stay ahead of currency volatility.
Get the most out of every global money transfer and help reduce foreign exchange risk for your clients
Spot Transfers
OFX spot transfers are a fast, simple option for transferring with our OFX customer rate. You can book a spot transfer online, in the app, or over the phone with our OFXperts.
Forward Contracts
Help protect your client’s money against market movements with an OFX Forward Contract and lock in a rate for your client for up to 12 months.
Target Rate Transfer
Set the exchange rate that suits your client with an OFX Target Rate Transfer. When their target rate is reached, an OFXpert will be in touch to complete the transfer. It’s that simple.
OFXpert SME handbook
Ready to help your clients build their currency game plan? Download the handbook to find out the OFXpert tips and tricks to help manage currency risk exposure.
Currency Exposure Calculator
Do your clients pay international suppliers? Even small currency movements can make a big difference. Use this OFX tool to see the impact shifting market exchange rates could have on a typical invoice.*
Currency Risk Scorecard
Currency risk newbie or aficionado? Find out how you or your client’s business stacks up, and more importantly, the key actions to take to help protect costs and profit.
*The cost comparison is calculated using historical currency exchange market rates for demonstration purposes only. Customer transfers use OFX’s Customer Rate and this, combined with other factors such as different currency exchange amounts, currency types, dates and times will result in different actual costs. These results therefore may not be indicative of actual savings and should be used only as a guide.
Xero Integration
We know financial advisors want to streamline the process of international receivables. That’s why OFX can connect to Xero, allowing you to seamlessly reconcile payments across borders and help save time for you or your clients.
Why choose OFX
Great rates: Keep more of your money as it travels around the world
Fast transfers: 80% of major currency transfers processed in 24hrs on receipt of funds to OFX
Global reach: Access 50+ currencies and make transfers to over 170 countries
Easy to use:Check rates, make payments or track transfers online or via our app
Fix your FX rates: Create cash flow certainty, fix FX rates for up to 12 months and transfer later
24/7 support: Talk to a real person at any time, day or night