How to transfer funds in Client Portal?

Internal transfers can only be made between accounts with the same currency within the Client Portal.

1. After logging into the Client Portal, navigate to the left-hand panel and select “Funds.” Then click on "Transfer Between Accounts."

   

2. Select the appropriate account numbers, enter the transfer amount, and review the important notes before finalizing the transfer.

Important Notes:

1. Minimum Unit Requirement:

   • For most standard account currencies (USD, GBP, CAD, AUD, EUR, SGD, NZD), the minimum transfer amount is 1.00 unit of your account currency (e.g. 1 USD, 1 EUR).

2. Minimum USD Value:

   • Regardless of the currency used, the total transfer value must not be less than 0.02 USD based on the prevailing exchange rate at the time of submission.

   • For lower-value currencies (e.g. JPY), a higher amount may be required to meet this minimum value.

3. Cent Account (USC):

   • Cent Account supports internal transfers exclusively to other Cent Accounts and USD Accounts. Transfers from a Cent Account to accounts in any currency other than USD are not supported.

   • Cent accounts operate on a fixed conversion of 100 USC = 1.00 USD.

   • Transfers involving Cent accounts must be at least 100 USC (1.00 USD equivalent).

   • Any amount below this will be considered insufficient and will not be processed.

4. Currency Conversion:

   • For non-USD accounts, transfer values are calculated based on the current exchange rate at the time of submission.