Financial Accounts is currently in beta and is not yet available to all accounts. If you're interested in joining the beta for this feature, please reach out to support@payhoa.com.
See a video of how to do this here.
Viewing Your Financial Accounts
Go to the Financial Accounts tab.
Here you can see your PayHOA balance along with the balances of any connected external accounts you are able to transfer with.
Starting a Transfer
From the Financial Accounts tab, select Move Money, then Transfer Money.
Choose the account you want to transfer from.
Choose the account you want to transfer to.
Enter the amount you would like to transfer. The amount must be within your available transfer limit.
Reviewing and Confirming
Review the transfer details to confirm the from account, to account, and amount are correct.
Select Confirm and Send to submit the transfer.
Tracking Your Transfer
After sending, your transfer appears as a pending transfer in Pending Transactions.
Once processed, it moves to Recent Activity and appears in the Transactions tab.