How to Make a Payment

You can use the Client Portal to send funds from your Corporate Accounts to approved beneficiaries in your supported currency.

Start Your Payment

1. Navigate to Treasury Solutions → Payments from the left-hand menu.
2. On the top right of the Payments page, click Make a payment.

This opens the payment workflow, where you’ll complete each step in sequence: Account → Beneficiary → Amount → Confirmation.

3. Choose the Corporate Account containing the currency you want to send from, review your available account balances and click Next.
4. Select an existing approved beneficiary from the list. OR To add a new beneficiary:
   1. Click + New Beneficiary
   2. Enter the required details (account type, currency, account details like IBAN or Wallet Address)
   3. Click Add Beneficiary

📘

New beneficiaries require compliance approval before payments can be processed. Your payment may remain pending until the beneficiary receives "Approved" status.

5. Enter the amount you want the beneficiary to receive or tick Send full account balance to transfer all available funds. Add a payment description (required for processing) and click Next.

6. Carefully review the full payment summary including sending amount, fees, source account, beneficiary details, and execution date.
7. Once all your details are accurate and click Confirm to submit your payment.

Track Your Payment

Once submitted, your payment will show as Processing with a generated transaction reference for tracking. You can monitor payment status under Payments → Pending Payments.

Payments typically settle within a few hours and will then move to Settled Payments once the funds have been successfully delivered to your beneficiary.

How to Download Payment Confirmation Details

After initiating a payment, you can easily download the confirmation details for your records directly from the Client Portal. To save payment confirmation details:

1. Click on any payment in the payment list to view its details.
2. Click Download confirmation to save a PDF copy of your payment details.