Once you have completed identity verification, you can initiate a transfer as follows:
- Click the purple 'Transfer' button in the top right of your account. On mobile, click the purple '+' sign.
- Next, choose your direction, amount, type, and frequency.
- Enter your details. For bank transfer, you'll connect your bank account using Plaid. For debit card, you'll enter your card number, expiration, CVC, and zip code. (Don't worry, we never see your sensitive payment information).
- Confirm by clicking 'Initiate Transfer'.
Note: you must have completed identity verification successfully to be able to initiate a transfer. If you have not verified your identity, you will be prompted to complete identity verification prior to creating a transfer.
Initiating a Transfer using ACH.