Adding a BeneficiaryMaking a TransferSetting a Market OrderCurrencyOnlineCurrency Online User Guides Download
The 3-Step Money Transfer Process
Step 1

Before you start the transfer process, make sure you’ve added the beneficiary you wish to send your bought funds too. If not, please refer to Adding a Beneficiary if required.

One you’ve logged in to your account, a transfer with Currency Online can be done in 3 simple steps, all from the comfort and convenience of your computer.

Login and go to the Currency Transfers tab and select Get a Spot Quote. If you are selling a fixed amount, enter this amount in the Client Sells box and leave the Client Buys box clear. Do the opposite if you are buying a fixed amount. In this example we are selling 50,000 Great British Pounds and buying US Dollars. Click Get Rate. Once you are happy with the rate provided and wish to proceed with the contract, click Accept. You will then be taken to the contract details screen.

The 3-Step Money Transfer Process
Step 2
At the top of the Contract Details, you can add a reference (not compulsory) that you would like to appear on your contract. Select the beneficiary you wish to receive your funds. You can select any beneficiary that is already listed under your account, how much that beneficiary will receive, and what reference (not compulsory) will appear on their receipt of funds. Funds can also be held on account if you are not sure of the beneficiary details. Funds can then be disbursed at a later date. Download PDF for more details.
The 3-Step Money Transfer Process
Step 3

From here you can review the contract you have just completed. A PDF version is available for you to save to your computer or print if you prefer a hard copy. Currency Online does not charge you fees for transfers above a certain amount. Please refer to our ZERO FEES page at www.currencyonline.com to view our ZERO FEES thresholds. Transfers below a threshold amount will incur a fee and will be highlighted on the contract note. You will now need to send your sold currency to Currency Online. Download PDF for more details www.currencyonline.com

And that is the Currency Online 3-step money transfer process.

It’s quick, easy and available 24 hours a day.

Your funds are delivered securely and on time to your chosen beneficiary.