- Go to the Accounts section and select the account which you want the funds to leave from
Note: you can transfer funds to another account within the same Bank (e.g., both sending and receiving accounts need to be with CurrencyCloud) - Click on Transfer on the top left corner
- Select the source account and select the target account, update the currency and add the amount you want to transfer.
- Click on ‘Review Transfer’ and you will be given the source amount, the rate, the conversion fee, and the target amount as input in the amount section above.
- Click on ‘Review Transfer’ again, and if you are happy with the information displayed, click ‘Submit Transfer’ to send your transfer.
How to exchange funds
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