Interac e-Transfer® Request and Send
Step By Step – Without Screenshots:
Request Funds
Interac e-Transfer® Request is one of the methods available for you to load funds to your H&R Block Advantage Prepaid Mastercard®. This allows you to request the funds from any of your bank accounts associated with your card. It is easy, convenient, and is at no cost to you.
You can do it right from your app or web portal:
- Select Transfer from the top menu.
- In the Request Money section, select Interac e-Transfer®.
- If contact details is already added, proceed to step 5.
- If not, add a contact:
- Press Add Contact.
- Enter the requested information:
- External Account Name (will show in the drop-down menu)
- First Name
- Last Name
- Email
- Email Confirmation
- Click Submit to save the contact.
- Select the contact from the drop-down menu.
- Enter the amount to fill up your H&R Block Advantage Prepaid Mastercard® and click Submit.
- Click Submit on the confirmation screen.
- Request will be sent via email to selected contact.
- Verify the transaction.
- Confirm funds are debited from your bank account and credited to your H&R Block Advantage Prepaid Mastercard®.
- Select Move Money on the dashboard.
- Press Request Money and then Interac e-Transfer®.
- Enter the amount to request.
- Select the source (Contact) from the dropdown list or add a new source by pressing the plus (+) sign*.
- Confirm the amount and contact, then click Proceed.
- A confirmation screen will appear. Click OK to continue.
- Request will be sent via email to selected contact.
- Verify the transaction by following the prompts.
- Confirm funds are debited from your bank account and credited to your H&R Block Advantage Prepaid Mastercard®.
Send Funds
This allows you to send funds to any bank account with Interac e-Transfer®. The funds will be deposited in the bank account of your choice. It is quick and convenient.
- Select Transfer from the top menu.
- In the Send Money section, select Interac e-Transfer®.
- If contact details is already added, proceed to step 5.
- If not, add a contact:
- Press Add Contact.
- Enter the requested information:
- External Account Name (will show in the drop-down menu)
- First Name
- Last Name
- Email
- Email Confirmation
- Click Submit to save the contact.
- Select the contact from the drop-down menu.
- Enter the amount to send as well as the desired security question and answer.
- Avoid entering special characters in the question field
- Click Submit on the confirmation screen.
- Select Move Money on the dashboard.
- Press Send Money and then select Interac e-Transfer®.
- Select the recipient from the dropdown list or add a new recipient by pressing the green (+) icon*.
- Enter the amount to send.
- Enter desired security question and answer.
- Press Proceed.
- Confirm the amount and contact, then hit OK.
- A confirmation screen will appear. Click Done to continue.
- Confirm funds are debited from your H&R Block Advantage Prepaid Mastercard®.
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