{"id":10556,"date":"2017-08-15T21:58:36","date_gmt":"2017-08-15T21:58:36","guid":{"rendered":"http:\/\/caissebiz.thedev.ca\/en\/?page_id=10556"},"modified":"2020-08-16T11:47:42","modified_gmt":"2020-08-16T16:47:42","slug":"how-to-send-money-with-e-transfer","status":"publish","type":"page","link":"https:\/\/caissebiz.thedev.ca\/en\/how-to-send-money-with-e-transfer\/","title":{"rendered":"How to Send Money with e-Transfer"},"content":{"rendered":"<p><a href=\"..\/..\/wp-content\/uploads\/2017\/09\/Caisse-Financial-Group-Interac-e-Transfer.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><img loading=\"lazy\" class=\"alignleft size-full wp-image-8311\" src=\"..\/..\/wp-content\/uploads\/2016\/10\/pdf.jpg\" alt=\"pdf\" width=\"32\" height=\"32\" \/> PDF version<\/a><\/p>\n<h4><span style=\"color: #00adef;\">STEPS TO SENDING AN INTERAC\u00ae E-TRANSFER<\/span><\/h4>\n<p><strong><span style=\"color: #064f6d;\">The first time you send an <em>Interac<\/em>\u00ae e-Transfer, you will be prompted to set up a Sender Profile.<\/span><\/strong><\/p>\n<p>This is the information that <em>Interac<\/em>\u00ae will use to complete your e-Transfers.<\/p>\n<p>Enter your name, email address, mobile phone number (optional), and your preferred method of receiving e-Transfer notices (either email or text and email).<\/p>\n<p>To update your <span style=\"color: #064f6d;\">Sender Profile<\/span>: click <span style=\"color: #064f6d;\">ADD\/DELETE RECIPIENTS<\/span> and select <span style=\"color: #064f6d;\">EDIT SENDER PROFILE<\/span>.<\/p>\n<p><strong><span style=\"color: #064f6d;\">FOLLOW THESE STEPS TO SEND AN INTERAC\u00ae E-TRANSFER:<\/span><\/strong><\/p>\n<div style=\"padding: 1% 0% 0% 0%; margin: 2% 0% 2% 0%; color: #555555; background-color: #ffffff; border: #dddddd 2px solid;\">\n<table width=\"100%\">\n<tbody>\n<tr>\n<td style=\"padding: 0% 1% 0% 1%;\" colspan=\"5\" align=\"center\" valign=\"top\" width=\"8%\"><img loading=\"lazy\" class=\"alignleft size-full wp-image-10486\" src=\"..\/..\/wp-content\/uploads\/2017\/08\/WarningIcon1.png\" alt=\"WarningIcon\" width=\"35\" height=\"32\" \/><\/td>\n<td style=\"padding: 0% 1% 0% 1%;\" width=\"88%\">\n<p style=\"font-size: 110%; color: #6d6e70;\">You cannot specify a date that the money will be transferred. The e-Transfer will be sent within 30 minutes or less on the day that you initiate the transaction.<\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<table style=\"margin: 2% 0% 2% 0%;\" width=\"100%\">\n<tbody>\n<tr>\n<td style=\"padding: 0% 2% 0% 2%; border-width: 0px 0px 1px 0px; border-style: solid; border-color: #dddddd;\" colspan=\"5\" align=\"center\" valign=\"top\" width=\"6%\">\n<p style=\"font-size: 125%; color: #00adef;\">1<\/p>\n<\/td>\n<td style=\"padding: 0% 2% 0% 2%; border-width: 0px 0px 1px 2px; border-style: solid; border-color: #dddddd #00adef;\" align=\"left\" valign=\"top\" width=\"60%\">\n<p style=\"font-size: 125%;\">Log in to <a href=\"https:\/\/secure1.telpay.ca\/cgi-bin\/caisse\" target=\"_blank\" rel=\"noopener noreferrer\">e-Caisse<\/a><\/p>\n<\/td>\n<td style=\"padding: 0% 2% 0% 2%; border-width: 0px 0px 1px 1px; border-style: solid; border-color: #dddddd;\" align=\"left\" valign=\"top\" width=\"26%\"><\/td>\n<\/tr>\n<tr>\n<td style=\"padding: 0% 2% 0% 2%; border-width: 0px 0px 1px 0px; border-style: solid; border-color: #dddddd;\" colspan=\"5\" align=\"center\" valign=\"top\" width=\"6%\">\n<p style=\"font-size: 125%; color: #00adef;\">2<\/p>\n<\/td>\n<td style=\"padding: 0% 2% 0% 2%; border-width: 0px 0px 1px 2px; border-style: solid; border-color: #dddddd #00adef;\" align=\"left\" valign=\"top\" width=\"60%\">\n<p style=\"font-size: 125%;\">Click on <span style=\"color: #064f6d;\">TRANSFERS<\/span> tab<\/p>\n<\/td>\n<td style=\"padding: 0% 2% 0% 2%; border-width: 0px 0px 1px 1px; border-style: solid; border-color: #dddddd;\" align=\"left\" valign=\"top\" width=\"26%\">\n<p style=\"font-size: 125%;\"><img loading=\"lazy\" class=\"alignleft size-full wp-image-10604\" src=\"..\/..\/wp-content\/uploads\/2017\/08\/01TabTransfers.png\" alt=\"01TabTransfers\" width=\"82\" height=\"26\" \/><\/p>\n<\/td>\n<\/tr>\n<tr>\n<td style=\"padding: 0% 2% 0% 2%; border-width: 0px 0px 1px 0px; border-style: solid; border-color: #dddddd;\" colspan=\"5\" align=\"center\" valign=\"top\" width=\"6%\">\n<p style=\"font-size: 125%; color: #00adef;\">3<\/p>\n<\/td>\n<td style=\"padding: 0% 2% 0% 2%; border-width: 0px 0px 1px 2px; border-style: solid; border-color: #dddddd #00adef;\" align=\"left\" valign=\"top\" width=\"60%\">\n<p style=\"font-size: 125%;\">Click on <span style=\"color: #064f6d;\"><em>INTERAC\u00ae<\/em> E-TRANSFER<\/span> tab<\/p>\n<\/td>\n<td style=\"padding: 0% 2% 0% 2%; border-width: 0px 0px 1px 1px; border-style: solid; border-color: #dddddd;\" align=\"left\" valign=\"top\" width=\"26%\">\n<p style=\"font-size: 125%;\"><img loading=\"lazy\" class=\"alignleft size-full wp-image-10605\" src=\"..\/..\/wp-content\/uploads\/2017\/08\/02BtnInteraceTransfer.png\" alt=\"02BtnInteraceTransfer\" width=\"81\" height=\"61\" \/><\/p>\n<\/td>\n<\/tr>\n<tr>\n<td style=\"padding: 0% 2% 0% 2%; border-width: 0px 0px 1px 0px; border-style: solid; border-color: #dddddd;\" colspan=\"5\" align=\"center\" valign=\"top\" width=\"6%\">\n<p style=\"font-size: 125%; color: #00adef;\">4<\/p>\n<\/td>\n<td style=\"padding: 0% 2% 0% 2%; border-width: 0px 0px 1px 2px; border-style: solid; border-color: #dddddd #00adef;\" align=\"left\" valign=\"top\" width=\"60%\">\n<p style=\"font-size: 125%;\">Click <span style=\"color: #064f6d;\"> GO<\/span><\/p>\n<\/td>\n<td style=\"padding: 0% 2% 0% 2%; border-width: 0px 0px 1px 1px; border-style: solid; border-color: #dddddd;\" align=\"left\" valign=\"top\" width=\"26%\">\n<p style=\"font-size: 125%;\"><img loading=\"lazy\" class=\"alignleft size-full wp-image-10606\" src=\"..\/..\/wp-content\/uploads\/2017\/08\/03BtnGo.png\" alt=\"03BtnGo\" width=\"46\" height=\"21\" \/><\/p>\n<\/td>\n<\/tr>\n<tr>\n<td style=\"padding: 0% 2% 0% 2%; border-width: 0px 0px 1px 0px; border-style: solid; border-color: #dddddd;\" colspan=\"5\" align=\"center\" valign=\"top\" width=\"6%\">\n<p style=\"font-size: 125%; color: #00adef;\">5<\/p>\n<\/td>\n<td style=\"padding: 0% 2% 0% 2%; border-width: 0px 0px 1px 2px; border-style: solid; border-color: #dddddd #00adef;\" align=\"left\" valign=\"top\" width=\"60%\">\n<p style=\"font-size: 125%;\"><strong><span style=\"color: #064f6d;\">Sending an e-Transfer to an existing recipient:<\/span><\/strong><\/p>\n<ul>\n<li style=\"font-size: 85%;\">Choose the recipient from your existing list of recipients and enter the required information for the e-Transfer.<\/li>\n<\/ul>\n<p style=\"font-size: 125%;\"><strong><span style=\"color: #064f6d;\">Sending an e-Transfer to a new recipient:<\/span><\/strong><\/p>\n<ul>\n<li style=\"font-size: 85%;\">Click <span style=\"color: #064f6d;\">ADD NEW RECIPIENT<\/span> (underneath <span style=\"color: #064f6d;\">Transfer To<\/span>).<\/li>\n<li style=\"font-size: 85%;\">Enter the required information for the new recipient and create a Security Question and a Security Answer that only the recipient should know.\n<div style=\"padding: 1% 0% 0% 0%; margin: 2% 0% 2% 0%; color: #555555; background-color: #ffffff; border: #dddddd 2px solid;\">\n<table width=\"100%\">\n<tbody>\n<tr>\n<td style=\"padding: 0% 1% 0% 1%;\" colspan=\"5\" align=\"left\" valign=\"middle\" width=\"8%\">The Security Answer must be one word only with 6 to 25 characters. Both letters and numbers are accepted. No blank spaces or special characters are allowed. If the answer is a date, the format is dd-mm-yyyy (i.e. 22-03-2011). The answer is not case sensitive.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/li>\n<li style=\"font-size: 85%;\">Click <span style=\"color: #064f6d;\">ADD RECIPIENT<\/span><\/li>\n<li style=\"font-size: 85%;\">Verify the information, click <span style=\"color: #064f6d;\">CONFIRM<\/span> and enter the required information for the e-Transfer.<\/li>\n<\/ul>\n<\/td>\n<td style=\"padding: 0% 2% 0% 2%; border-width: 0px 0px 1px 1px; border-style: solid; border-color: #dddddd;\" align=\"left\" valign=\"top\" width=\"26%\"><img loading=\"lazy\" class=\"alignleft size-full wp-image-10778\" src=\"..\/..\/wp-content\/uploads\/2017\/08\/AddNewRecipient.png\" alt=\"AddNewRecipient\" width=\"102\" height=\"15\" \/><\/p>\n<p><img loading=\"lazy\" class=\"alignleft size-full wp-image-10601\" src=\"..\/..\/wp-content\/uploads\/2017\/08\/FirstTimeCBtnAddRecipient.png\" alt=\"FirstTimeCBtnAddRecipient\" width=\"100\" height=\"25\" \/><br \/>\n<img loading=\"lazy\" class=\"alignleft size-full wp-image-10602\" src=\"..\/..\/wp-content\/uploads\/2017\/08\/FirstTimeDBtnConfirm.png\" alt=\"FirstTimeDBtnConfirm\" width=\"72\" height=\"26\" \/><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<div style=\"padding: 1% 0% 0% 0%; margin: 2% 0% 2% 0%; color: #555555; background-color: #ffffff; border: #dddddd 2px solid;\">\n<table width=\"100%\">\n<tbody>\n<tr>\n<td style=\"padding: 0% 1% 0% 1%;\" colspan=\"5\" align=\"center\" valign=\"top\" width=\"8%\"><img loading=\"lazy\" class=\"alignleft size-full wp-image-10486\" src=\"..\/..\/wp-content\/uploads\/2017\/08\/WarningIcon1.png\" alt=\"WarningIcon\" width=\"35\" height=\"32\" \/><\/td>\n<td style=\"padding: 0% 1% 0% 1%;\" width=\"88%\">\n<p style=\"font-size: 110%; color: #6d6e70;\">Make sure the recipient knows the answer to the security question by contacting them directly by phone or separate email.<\/p>\n<p style=\"font-size: 110%; color: #6d6e70;\">You can delete a recipient or edit their information at any time.<\/p>\n<p style=\"font-size: 110%; color: #6d6e70;\">Each time you edit a recipient profile, the answer to the security questions needs to be re-entered. If you change the answer to the security question, make sure to inform the recipient.<\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<table style=\"margin: 2% 0% 2% 0%;\" width=\"100%\">\n<tbody>\n<tr>\n<td style=\"padding: 0% 2% 0% 2%; border-width: 0px 0px 1px 0px; border-style: solid; border-color: #dddddd;\" colspan=\"5\" align=\"center\" valign=\"top\" width=\"6%\">\n<p style=\"font-size: 125%; color: #00adef;\">6<\/p>\n<\/td>\n<td style=\"padding: 0% 2% 0% 2%; border-width: 0px 0px 1px 2px; border-style: solid; border-color: #dddddd #00adef;\" align=\"left\" valign=\"top\" width=\"60%\">\n<p style=\"font-size: 125%;\">Click <span style=\"color: #064f6d;\">SEND TRANSFER<\/span><\/p>\n<\/td>\n<td style=\"padding: 0% 2% 0% 2%; border-width: 0px 0px 1px 1px; border-style: solid; border-color: #dddddd;\" align=\"left\" valign=\"top\" width=\"26%\">\n<p style=\"font-size: 125%;\"><img loading=\"lazy\" class=\"alignleft size-full wp-image-10607\" src=\"..\/..\/wp-content\/uploads\/2017\/08\/04BtnSendTransfer.png\" alt=\"04BtnSendTransfer\" width=\"105\" height=\"24\" \/><\/p>\n<\/td>\n<\/tr>\n<tr>\n<td style=\"padding: 0% 2% 0% 2%; border-width: 0px 0px 1px 0px; border-style: solid; border-color: #dddddd;\" colspan=\"5\" align=\"center\" valign=\"top\" width=\"6%\">\n<p style=\"font-size: 125%; color: #00adef;\">7<\/p>\n<\/td>\n<td style=\"padding: 0% 2% 0% 2%; border-width: 0px 0px 1px 2px; border-style: solid; border-color: #dddddd #00adef;\" align=\"left\" valign=\"top\" width=\"60%\">\n<p style=\"font-size: 125%;\">Verify the details and click <span style=\"color: #064f6d;\">CONFIRM<\/span>. A receipt will be displayed.<\/p>\n<p style=\"font-size: 125%;\">Your account will be debited the amount of the transfer plus the fee (if applicable) immediately.<\/p>\n<p style=\"font-size: 125%;\">You can send another e-Transfer or close the session.<\/p>\n<\/td>\n<td style=\"padding: 0% 2% 0% 2%; border-width: 0px 0px 1px 1px; border-style: solid; border-color: #dddddd;\" align=\"left\" valign=\"top\" width=\"26%\">\n<p style=\"font-size: 125%;\"><img loading=\"lazy\" class=\"alignleft size-full wp-image-10608\" src=\"..\/..\/wp-content\/uploads\/2017\/08\/05BtnConfirm.png\" alt=\"05BtnConfirm\" width=\"70\" height=\"27\" \/><\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<div style=\"padding: 1% 0% 0% 0%; margin: 2% 0% 2% 0%; color: #555555; background-color: #ffffff; border: #dddddd 2px solid;\">\n<table width=\"100%\">\n<tbody>\n<tr>\n<td style=\"padding: 0% 1% 0% 1%;\" colspan=\"5\" align=\"center\" valign=\"top\" width=\"8%\"><img loading=\"lazy\" class=\"alignleft size-full wp-image-10486\" src=\"..\/..\/wp-content\/uploads\/2017\/08\/WarningIcon1.png\" alt=\"WarningIcon\" width=\"35\" height=\"32\" \/><\/td>\n<td style=\"padding: 0% 1% 0% 1%;\" width=\"88%\">\n<p style=\"font-size: 110%; color: #6d6e70;\">For security reasons, it is important to close the browser and return to e-Caisse to logout.<\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<p>When the recipient accepts the e-Transfer, the sender will receive a notification by email from <span style=\"color: #064f6d;\">catch@payments.interac.ca<\/span> and\/or by text from <span style=\"color: #064f6d;\">+1 00001<\/span> according to the preference indicated in the <span style=\"color: #064f6d;\">Sender Profile<\/span>.<\/p>\n<hr \/>\n<p><strong><span style=\"color: #064f6d;\">ONCE THE E-TRANSFER IS SENT:<\/span><\/strong><\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>An email or text notification will be sent to the recipient within 30 minutes after the e-Transfer is sent, if not instantly. In the <span style=\"color: #064f6d;\">VIEW\/RESEND\/CANCEL PENDING TRANSFERS<\/span> tab, the status of the e-Transfer will change to \u201c<span style=\"color: #064f6d;\">RECIPIENT NOTIFIED<\/span>\u201d once the notification has been sent to the recipient.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<div style=\"padding: 1% 0% 0% 0%; margin: 2% 0% 2% 0%; color: #555555; background-color: #ffffff; border: #dddddd 2px solid;\">\n<table width=\"100%\">\n<tbody>\n<tr>\n<td style=\"padding: 0% 1% 0% 1%;\" colspan=\"5\" align=\"center\" valign=\"top\" width=\"8%\"><img loading=\"lazy\" class=\"alignleft size-full wp-image-10486\" src=\"..\/..\/wp-content\/uploads\/2017\/08\/WarningIcon1.png\" alt=\"WarningIcon\" width=\"35\" height=\"32\" \/><\/td>\n<td style=\"padding: 0% 1% 0% 1%;\" width=\"88%\">\n<p style=\"font-size: 110%; color: #6d6e70;\">If after 30 minutes an email has not been received by the recipient, have them check their junk mail folder.<\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>The recipient will click on the link and log in to his\/her online banking service, follow the instructions and answer the security question correctly to receive the funds.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<div style=\"padding: 1% 0% 0% 0%; margin: 2% 0% 2% 0%; color: #555555; background-color: #ffffff; border: #dddddd 2px solid;\">\n<table width=\"100%\">\n<tbody>\n<tr>\n<td style=\"padding: 0% 1% 0% 1%;\" colspan=\"5\" align=\"center\" valign=\"top\" width=\"8%\"><img loading=\"lazy\" class=\"alignleft size-full wp-image-10486\" src=\"..\/..\/wp-content\/uploads\/2017\/08\/WarningIcon1.png\" alt=\"WarningIcon\" width=\"35\" height=\"32\" \/><\/td>\n<td style=\"padding: 0% 1% 0% 1%;\" width=\"88%\">\n<p style=\"font-size: 110%; color: #6d6e70;\">If the recipient does not answer the question correctly, you will receive an email or text message with instructions for reclaiming and depositing the money in your account.<\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<ul>\n<li>When the funds are accepted by the recipient, you will be notified via email from <span style=\"color: #064f6d;\">catch@payments.interac.ca<\/span> and\/or by text message from <span style=\"color: #064f6d;\">+1 00001<\/span> as per the preference indicated in your <span style=\"color: #064f6d;\">Sender Profile<\/span>.<\/li>\n<\/ul>\n<hr \/>\n<h4><span style=\"color: #00adef;\">NEED HELP OR HAVE QUESTIONS?<\/span><\/h4>\n<ul>\n<li>Branch staff is available to answer your questions during regular branch hours. <a href=\"..\/contact-us\/\" target=\"_blank\" rel=\"noopener noreferrer\">Contact Us.<\/a><\/li>\n<li>Technical Support is available 24 hours a day, 7 days a week.\n<ul>\n<li>Canada &amp; U.S.: <span style=\"color: #064f6d;\">1-866-260-7060<\/span><\/li>\n<li>Other countries: call collect <span style=\"color: #064f6d;\">1-925-293-5241<\/span><\/li>\n<\/ul>\n<p>Service is available in French and English.<\/li>\n<li><a href=\"http:\/\/interac.ca\/en\/interac-e-transfer-consumer.html\" target=\"_blank\" rel=\"noopener noreferrer\">Click here <\/a>for more information about Interac\u00ae e-Transfer.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>PDF version STEPS TO SENDING AN INTERAC\u00ae E-TRANSFER The first time you send an Interac\u00ae e-Transfer, you will be prompted to set up a Sender Profile. This is the information that Interac\u00ae will use to complete your e-Transfers. Enter your name, email address, mobile phone number (optional), and your preferred method of receiving e-Transfer notices [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":10257,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"tpl_page_right_sidebar.php","meta":[],"_links":{"self":[{"href":"https:\/\/caissebiz.thedev.ca\/en\/wp-json\/wp\/v2\/pages\/10556\/"}],"collection":[{"href":"https:\/\/caissebiz.thedev.ca\/en\/wp-json\/wp\/v2\/pages\/"}],"about":[{"href":"https:\/\/caissebiz.thedev.ca\/en\/wp-json\/wp\/v2\/types\/page\/"}],"author":[{"embeddable":true,"href":"https:\/\/caissebiz.thedev.ca\/en\/wp-json\/wp\/v2\/users\/7\/"}],"replies":[{"embeddable":true,"href":"https:\/\/caissebiz.thedev.ca\/en\/wp-json\/wp\/v2\/comments\/?post=10556"}],"version-history":[{"count":0,"href":"https:\/\/caissebiz.thedev.ca\/en\/wp-json\/wp\/v2\/pages\/10556\/revisions\/"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/caissebiz.thedev.ca\/en\/wp-json\/wp\/v2\/media\/10257\/"}],"wp:attachment":[{"href":"https:\/\/caissebiz.thedev.ca\/en\/wp-json\/wp\/v2\/media\/?parent=10556"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}