Transferring money
with OFX is simple
- Follow our step-by-step guide below to see how easy it is to make a global transfer with OFX
- Need help or have questions during your first transfer? Contact us anytime – we’re available 24/7 to assist you
Step 1 – Get a quote
Register to create an account or click ‘Login’ at the top right of your screen to get access to great exchange rates.
Select your currency (what you’re transferring) and also the currency you want to transfer to (what the recipient gets), and the transfer amount.
Our system will automatically display the current rate and the exact amount of foreign currency the recipient account will receive. If you’re happy with the displayed exchanged rate, continue on to add your recipient.
Step 2 – Add your recipient details
Add your recipient’s bank details, including account name and number.
Once you’ve entered and reviewed the details, your recipient is automatically saved for future use.
Need help? Contact us anytime; we’re familiar with hundreds of account types and ready to support.
Step 3 – Review and confirm
Enter a ‘Reference’, which will be visible on the recipient’s bank account statement, and the reason for your transfer, so we can better serve you in the future.
Click ‘Review & Confirm’ to check your details. If you’re happy with everything you see, select ‘Confirm’ to complete the transfer, and you’re done!
Step 4 – Choose your payment method
You’ll then see the available payment options and we’ll also be in touch via email or SMS to let you know the status of your funds. You can also track your funds using our mobile app.
For first time transfers, new recipients, or if you’re sending over $100,000, one of our dealers will give you a call within 15 minutes of you booking the transfer. Please make sure your contact details are up-to-date and your phone is nearby.
Built with your security in mind
We use a multi-layered approach to help prevent and detect fraud on your account, including monitoring payments and logins for suspicious activity.
Our 25+ year business was built on secure global payments. In the US, we’re registered as a Money Service Business at the federal level with the Financial Crimes Enforcement Network (“FinCEN”). We’re also licensed as a money transmitter by every state regulatory agency that requires a license (every state except Montana).
Have a question? Need some help?
We provide 24/7 client service and support. Email us or call us anytime. We’re here to help.
Better control and real-time insights with OFX