Home FAQs Making A Transfer How do I make a personal transfer with OFX?

How do I make a personal transfer with OFX?

  1. Login to your OFX account
  2. Your home page will display two options; to “Create a new recipient” or ‘Transfer now” 
  3. Select the “Create a new recipient” tab. (If you have already added your recipient, skip to step 5.) 
  4. A pop up will open asking for the bank details of your recipient. – More information on how to do that here.
  5. When you’re finished click save and you’ll be taken back to the main screen. Select “Transfer now”. Chose the currency you need to send from and to. Then enter in the value you need to send.  This value can be what you need the recipient to receive or what you need to send, we can calculate it either way!
  6. If you are happy with the rate and the banking details you entered for your recipient you can click to confirm. By doing so you are accepting the rate and finalising the transfer with OFX
  7. We’ll send you through a confirmation via email with all the details of your transfer including our bank details.
  8. We’ll keep you up to date each step of the way with email or SMS!

Interested in one of our other products or transfer types? Call one of our client managers to discuss, we’re here 24/7 – Contact us