Send Request
Step 1: Receive email or text
Step 1: Receive email or textStep 2: Preview the process
Step 2: Preview the processStep 3: Validate device
Step 3: Validate deviceStep 4: Select transfer amount
Step 4: Select transfer amountStep 5 (Optional): Review Money Protection Plan
Step 5 (Optional): Review Money Protection PlanStep 6: Continue to wire instructions
Step 6: Continue to wire instructionsStep 7: Download PDF with wire instructions
Step 7: Download PDF with wire instructionsStep 8: Preview PDF examples
Step 8: Preview PDF examplesSend Request
Step 1: Receive email or text
Step 1: Receive email or textStep 2: Preview the process
Step 2: Preview the processStep 3: Validate device
Step 3: Validate deviceStep 4: Select transfer amount
Step 4: Select transfer amountStep 5 (Optional): Review Money Protection Plan
Step 5 (Optional): Review Money Protection PlanStep 6: Continue to wire instructions
Step 6: Continue to wire instructionsStep 7: Download PDF with wire instructions
Step 7: Download PDF with wire instructionsStep 8: Preview PDF examples
Step 8: Preview PDF examples
Collect Request
Step 1: Receive email or text
Step 1: Receive email or textStep 2: Preview the process
Step 2: Preview the processStep 3: Validate device
Step 3: Validate deviceStep 4: Validate identity with personal details
Step 4: Validate identity with personal detailsStep 5 Validate identity with knowledge-based questions
Step 5 Validate identity with knowledge-based questionsStep 6: Enter bank account details
Step 6: Enter bank account detailsStep 7: Review final bank account details
Step 7: Review final bank account detailsStep 8: View account details
Step 8: View account detailsStep 9: (Optional) Preview PDF examples
Step 9: (Optional) Preview PDF examplesCollect Request
Step 1: Receive email or text
Step 1: Receive email or textStep 2: Preview the process
Step 2: Preview the processStep 3: Validate device
Step 3: Validate deviceStep 4: Validate identity with personal details
Step 4: Validate identity with personal detailsStep 5 Validate identity with knowledge-based questions
Step 5 Validate identity with knowledge-based questionsStep 6: Enter bank account details
Step 6: Enter bank account detailsStep 7: Review final bank account details
Step 7: Review final bank account detailsStep 8: View account details
Step 8: View account detailsStep 9: (Optional) Preview PDF examples
Step 9: (Optional) Preview PDF examples
Confirm Request
Step 1: Receive email or text
Step 1: Receive email or textStep 2: Preview the process
Step 2: Preview the processStep 3: Validate device
Step 3: Validate deviceStep 4: Validate identity with personal details
Step 4: Validate identity with personal detailsStep 5: Validate identity with knowledge-based questions
Step 5: Validate identity with knowledge-based questionsStep 6: Review account details
Step 6: Review account detailsStep 7: Download PDF with confirmed bank account details
Step 7: Download PDF with confirmed bank account detailsStep 8: Preview of PDF examples
Step 8: Preview of PDF examplesConfirm Request
Step 1: Receive email or text
Step 1: Receive email or textStep 2: Preview the process
Step 2: Preview the processStep 3: Validate device
Step 3: Validate deviceStep 4: Validate identity with personal details
Step 4: Validate identity with personal detailsStep 5: Validate identity with knowledge-based questions
Step 5: Validate identity with knowledge-based questionsStep 6: Review account details
Step 6: Review account detailsStep 7: Download PDF with confirmed bank account details
Step 7: Download PDF with confirmed bank account detailsStep 8: Preview of PDF examples
Step 8: Preview of PDF examplesStep 7: Download PDF with confirmed bank account details
These are all the account details your client approved to be used by your company. If they would like to download a copy of these details to their device, they will select ‘Download PDF’.
