Create Interac e-Transfer

Before you can use the Interac® e-Transfer feature you'll need to create a user a profile and recipient list.

How To Create a User Profile

  1. Log in to online banking at www.coastalfinancial.ca and go to the Transfer Money tab
  2. Select Send an e-Transfer, located on the Shortcuts menu
  3. A new screen will appear, Create Interac e-Transfer Profile
  4. Enter your first and last name and your email address
  5. Click Continue
  6. Your profile is now created

 

What you should know:

  • The email address that you have entered will be used to inform you when your transfer has been received or declined.
  • You can update your profile at any time in Online Banking by selecting Update e-Transfer Profile link.

How To Create And Add A Recipient

  1. Go to the Transfer Money tab
  2. Select e-Transfer Recipient List
  3. Select Add a Recipient
  4. Enter the following:  
    • recipient's first and last name
    • recipient's email address
    • preferred language (they will receive emails in this language when you send them money)
    • security question
    • a single-word answer to the question
  5. Click Continue
  6. After verifying that the recipient's information is correct, click Save Recipient
  7. Your new entry can be found by selecting e-Transfer Recipient List

 

What you should know:

  • For your security only you and the recipient should know the security question and answer. You can communicate this to the recipient by phone or in person for additional security.
  • You can edit recipient's information at any time, or delete a recipient if you no longer need to send them money by email.

If you are not currently signed up for online banking, do not have a personal account or are not yet a member, please contact a Coastal Financial Credit Union branch for assistance.

 

 

 

® Trademark of INTERAC Inc. used under license

*There is a non-refundable service fee of $1.50 each time you send an e-Transfer

** Transfer time is dependent on internet and financial institution connectivity

 

 

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