You have the ability to transfer funds between accounts from right inside your Rewards Genius portal.
It is possible to transfer funds between two active accounts that have the same currency.
To begin, click the Funding tab on the left-hand side of the page:
From here, select the Transfer Funds option at the top of the page:
A modal will pop up. First, select the account you want to transfer funds from(please note that you can only transfer funds between accounts that you have the permissions to access):
You can type the name of the account or click the drop-down menu to select it from the list of available accounts:
Select the account you want to move the funds to:
Enter the amount you'd like to transfer (please note that you can only move funds between accounts of the same currency):
Finally, enter a note explaining this transfer. Please note it's required to have a note for every transfer:
Once these fields are filled out, the Transfer Funds button will populate, and you'll be able to submit that transfer request:
Once you've submitted your transfer request, you'll be redirected back to the Funding page. To view your transfer, select the Funding history tab:
View the record of those funds moving between accounts:
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