Transfer Cash

With the Transfer Cash module, you can transfer cash between your accounts. This helps you to maintain the cash balance in your accounts that you can use for other transactions.

Business Process Diagram - Transfer Cash

To transfer the cash, follow these steps.

1. Select the desired portfolio. The Portfolio Details screen appears.


Portfolio Details

2. Click Transfer Cash. The Transfers screen appears.


Transfer Cash

The Transfer Cash flow is the same as the Transfers module flow in Retail Banking. For further steps, refer to the Transfers flow of Retail Banking.

Mobile Native Screens