How do I transfer funds out of my card?
Transfer to a Bank Account
If you wish to move your funds from your card, navigate to the transfers tab, where you'll find two options: VISA Direct and Interac transfer. Please note, if you plan to use VISA Direct, ensure that the bank or card you're transferring to supports the VISA Direct payment system. You can confirm this by checking for the following logo on their cards:
If this logo is not present, your bank may not support this transfer method.
Using VISA Direct
In order to use this payment method, you'll need to provide the details of the card that is going to receive your transfer. Note that the billing details set here must mirror the billing details registered on the card.
Using Interac
You'll simply need to provide the receiver's name and email/phone number in order to transfer using this method.
The account name for both methods of transfer is simply the name that you'll use to identify the registered account. Once you've input the details, the system will save that information and label it using the account name that you've given.
Transfer to another H&R Block Advantage Card
When transferring to another H&R Block Advantage card, you will need the following:
- Name of the receiver
- Their email address
- The proxy number associated with their card
- Proxy number is a 10-digit numeric combination that is printed on the bottom-left corner of the back of the H&R Block Advantage card
Once you have entered all of the above information, press Submit. You can now transfer funds to that card by selecting them under "Recipient" and adding your transfer details. You can have multiple recipients registered to your account.
To add another recipient, select "Manage Recipients" and click on "Add New Recipient"
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