You can transfer funds between two active Tango accounts that live on the same Tango platform. The accounts must have the same currency such as: USD to USD, or CAD to CAD. In order to transfer, you must have Manage permissions in Funding. See how you can Set user permissions and access level.
To learn how to transfer funds using Tango API, see our API topic Transfer funds.
To transfer funds between accounts on a Tango platform:
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Sign in to the Tango portal.
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Click 
Funding from the left panel.
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Under the Funding tab, click Add/Transfer funds.
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Select Transfer funds.
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Fill out the form to initiate a transfer of funds between accounts on your Tango platform:
Field
|
Purpose
|
|---|
| Transfer funds from | (Required) Select an account on your platform from the drop-down menu that contains funds. |
| Transfer funds to | (Required) Select an account on your platform from the drop-down menu to which the funds will be transferred. If you have accounts in multiple currencies on your Tango platform, only accounts that match the currency of the "From" account will be available in the drop-down for the "To" account. |
| Transfer amount | (Required) Enter the amount of funds you are transferring between the two accounts. This amount cannot exceed what is available in the "From" account. |
| Transfer notes | (Required) Include a note describing the transfer. |
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Click Transfer funds.
A green banner shows if the transfer has been successful.
You can find the record of your previous transfers under Funding history in Tango portal.
To see a record of your transfer:
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Sign in to the Tango portal.
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Click Account switcher 
and confirm you are in the correct account, then close the window.
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Click 
Funding from the left panel.
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Go to the Funding history tab.
A list of transactions on the platform appear with the most recent at the top. Transfers are labelled as Transfer (Type) and shown in two rows: one for the originating account and one for the destination account.
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