How do I transfer funds to another member?

Effective May 6, 2018, the list of accounts you see when transferring to another member or Relationship # has been reduced from twenty-six different accounts to seven account categories, e.g. Personal Chequing.

Click below to see our step-by-step instructions:

Online Banking (via desktop)

Step 1: log in to online banking click “Transfer Money” click drop down menu from “Transfer From”
Step 2: select an Account that you want to transfer from
Step 3: complete the fields enter “Transfer Amount” choose when you’d like the funds to transfer (Immediate, Scheduled or Recurring), choose “Another member” and enter the recipient’s Relationship # Click “Continue”
Step 4: review the information and click the Account drop down menu Note, Memorandum field only accepts letters and/or numbers (no symbols or punctuation).
Step 5: select the recipient’s account and click “Continue”
Step 6: double check and click “Confirm”

Online Banking (via mobile device)

Step 1: log in to online banking (using mobile device)
Step 2: press “Transfer Funds”
Step 3: select account to transfer from
Step 4: scroll down and press “Specify Other Account” to transfer funds to another member
Step 5: enter the recipient’s Relationship # and press “Continue
Step 6: enter amount, choose transfer date and press “Continue” Note, Memo field only accepts letters and/or numbers (no symbols or punctuation).Selc
Step 7: Select the account type to transfer to:
Step 8: review transfer details and press “Confirm”
Done, look for “Transfer Status: Completed” message

Vancity mobile app

Step 1: log in to Vancity mobile app and tap “Transfers”
Step 2: tap “To Another Relationship”
Step 3: complete the fields select the account you want to to transfer from enter the recipient’s Relationship # tap “Select Account Type”
Step 4: review the list and select the account category you’d like to transfer to
Step 5: double check all the inputted fields enter transfer “Amount” (numbers only) choose when you’d like the funds to transfer (Now, Later or Recurring) Then, press “CONTINUE” Note, Memo field only accepts letters and/or numbers (no symbols or punctuation).
Step 6: review your Transfer summary and tap “CONFIRM” if everything is accurate
Done, look for “Transfer Status: Completed” message

Telephone banking

Remember:

You first need to obtain the following information from the person you want to transfer funds to:

1. their 7- or 8- digit Relationship number

To locate their Relationship number, here’s how

2, their Account category

Ask them to provide the type of the Account they want to receive the funds.
Funds will be deposited according to the following rules:
Each of the seven options in the dropdown list has a default account for that category that the money will go into. If the member doesn’t have this default account it will go to the first account opened by the member in that category, e.g. Personal Chequing.

Account category	Default account for deposit
Business Chequing	Independent Business Account
Business Savings	Business Jumpstart Savings
Business USD Chequing	Business USD Chequing
Business USD Savings	Business USD Savings
Personal Chequing	Chequing Plus
Personal Savings	Jumpstart High Interest
Personal USD Chequing	USD Chequing Plus

For example, if a member selects Personal Chequing the money will go into the members Chequing Plus account. If they don’t have a Chequing Plus account it will go into the Personal Chequing account they opened first.

This default account is based on the most commonly used account by members within that category.

Did you know?

when you make a transaction after 10:00 pm PT, the funds are withdrawn immediately and you can see your new balance in the Account Summary; however, the transaction will not appear in your Account Activity until approximately 3:00 am PT. Learn more
You can save an intermember transfer information for your frequent transfers, here’s how

Are you seeing an error with your transaction? Let us help you

Go to vancity.com