Choose Transfer Method
Select how funds are moving between members or accounts
How much to transfer?
Enter transfer amount or tap a quick shortcut
Who is sending the funds?
Select the household member initiating this transfer
Which account is sending?
Select source account or wallet to draw funds from
Who is receiving the funds?
Select recipient family member and destination account
Recipient Member
Destination Account
Transfer Purpose & Memo
Set category, optional note, and digital wallet options
Category / Purpose
โReady to Execute
Review & Confirm Transfer
Review entered details. Tap any line to edit inline if needed.