Home FAQs Making A Transfer What should I do if I forgot to add my client reference number to my bank transfer?

What should I do if I forgot to add my client reference number to my bank transfer?

Simply log into your OFX account when you expect the funds to be received and see if your transfer has been marked as Funds Received (sometimes we can still match the payment).


If not, please contact an OFXpert for help locating your payment.

Please note if we can’t identify your payment, we may request proof of payment in the form of a transfer receipt to identify your funds.