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How do I process a card transfer?

Candice Sandler avatar
Written by Candice Sandler
Updated over 2 weeks ago

On Desktop

  • Click on Self Service

  • Click on Transfer card

Authenticate User

Before you can make any actions the user will need to be authenticated.

  • Click on Send/Resend OTP.

  • An SMS will be sent to the user logged in on the portal with 4 digit OTP insert this OTP in the OTP bar.

  • Click on Verify and Finish.

Process Transfer

  • Step 1: Ensure the “new” card is registered

  • Step 2: Enter the “old” card number and click on “Next”.

  • Step 3: Enter the “new” card number and the “Date of Birth” and click on “Transfer Card”.

Note that not all users have permission to do a transfer card, if you do not have access please contact the store owner or manager to perform this action.

Hint: The old card number can be obtained at Maintain Cardholder, type in the cardholder’s cell phone number, and the customer’s details will appear, including the old card number.

Security tip: Do not transfer any card unless you are sure that it is the same person. Additionally, verify that the registration details for both the old and new cards are accurate to prevent mismatches during the transfer.

On Partner App

  • Click on button

  • Click on Transfer card.

  • Type in the old card number

  • Type in the new card number

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