Transfer funds between team members individually or in bulk from a file. Transfer a set amount or round up the balance.
Transfer funds anytime by clicking on the wallet icon in your account navigation and selecting "Transfer Funds".
Select your transfer type from the two available options: "To Individuals" or "From a File".
1. Individual transfers
You can transfer to individuals by selecting the accounts to transfer from and to. Use the drop-down to add multiple team members to transfer funds to everyone simultaneously.
Transfer a full amount to each team member or round up to a particular amount.
Rounding up means the recipient's current balance will be subtracted from the round-up amount. So if they have a $75 balance and you round up to $100, you transfer them $25.
1. Transfer funds from a file
This feature is great for large teams. If you prefer to upload a spreadsheet with your team's funding allocations, simply download the provided template and upload a file. This file must include each team member's email address, allocation type (full amount or round up), and the amount.
Transfers happen instantly and each team member will receive an email to confirm when funds have been added to their account.
Next: See how to deposit funds into your account.