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How do I process a card transfer?
How do I process a card transfer?
Candice Sandler avatar
Written by Candice Sandler
Updated over a week 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.

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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