How do I make a personal transfer with OFX?
Making a personal Spot Transfer with OFX is easy. Simply follow the steps below or watch our quick video guide.
- Login to your OFX account
- The page will open on the “Deal Dashboard”
- Select the “Recipient” tab and “Add New Recipient” if needed
- Once you have added your recipient select “New quote”
- Enter the two currencies you wish to transfer between and the value you need to transfer
- Select “Get Quote”`
- You will be issued a rate on the left under “Quote Details”
- If you wish to proceed with the transfer select “Continue”
- Next select the recipient that was previously added or an already existing recipient from the drop-down list
- Then add your payment reference. Please note that when the recipient receives the funds it will show as OFX so a payment reference is important
- If all the details are correct and you are satisfied with the information you have provided, select “Finalise Transfer”
- At this point your rate is locked in and binding
- We’ll send you a confirmation via email with all the details of your transfer including our bank details
- We’ll keep you up to date each step of the way with email or SMS
Personal transfers are only available for personal OFX clients, to initiate a business transfer, open a business account with OFX. Interested in one of our other products or transfer types? Feel free to contact an OFXpert today.