Transfer funds on a Tango platform

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:

1. Sign in to the Tango portal.
2. Click  Funding from the left panel.
3. Under the Funding tab, click Add/Transfer funds.
4. Select Transfer funds.
   
    
5. 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.

   
   
   

6. Click Transfer funds again.
   A green banner shows if the transfer has been successful.

See the record of transfer

You can find the record of your previous transfers under History in Tango portal.

To see a record of your transfer:

1. Sign in to the Tango portal.
2. Click Account switcher  and confirm you are in the correct account, then close the window.
3. Click  Funding from the left panel.
4. Go to the History tab.
   
    
   A list of transactions including transfers, funding and refunds on the platform appear with the most recent transaction at the top. Transfers are labelled as Transfer (as type) and are shown in two separate rows: one for the originating account with parenthesis such as ($100.00) and one for the destination account. Funding may include different transactions used to fund an account such as credit card, ACH, Wire, etc. Click on the row to see more information.
5. Click  Hamburger menu to show or hide more columns.
6. Use pagination at the bottom of the page to see more results.

More resources

• Funding FAQ
• Set user permissions and access level