Monday, July 22, 2013

How to Transfer Funds in BPIExpressOnline

There are times when you need to transfer money from one of your BPI account to another BPI account. In the past, you can only do this money transfer by going to a branch of Bank of the Philippine Islands (BPI). It was inconvenient and takes up a lot of your time.

Good thing that BPI already has an online resource, named BPIExpressOnline, where you can do a lot of thing including transferring funds from one account to another.

Last week, I had a sudden need to transfer money from my checking account to my savings account. I almost asked the BPI teller to do the transfer when I realized that I can do it by using the BPIExpressOnline.

You can follow the steps that I outline in the succeeding steps so you can successfully transfer funds. I can say that transferring funds using BPIExpressOnline is really easy. I am sure that you can do it too.

Step 1: Initiate Fund Transfer

Log-in to your BPIExpressOnline account and go to “My Portfolio”.  Hover the mouse’s pointer on the "folder with magnifying glass icon" of the account where you want to transfer your funds. The icon may be found under the “More Options” column. See the image below for guidance.

BPIExpressOnline fund transfer step 1

Click on the “Funds Transfer” to initiate the transfer of money between your BPI accounts.

Step 2: Transfer Funds

You will be taken to a new page where you’ll be asked to fill-up the details of the fund transfer.

BPIExpressOnline fund transfer step 2

Input the amount that you want to transfer. You should also select the BPI accounts that will be the source of funds and then the BPI account where you want to transfer the money.

You can also type-in a remark so as to help you recall the details of the fund transfer. Take note that BPIExpressOnline will send a message to your registered email address once the fund transfer is complete.

This email message from BPIExpressOnline is very useful because it will provide you records of the transaction. Another thing is that it can alert you if someone hacked your account and transferred funds without your knowledge.

Click the “Transfer Now” button after you finished filling up the details. I suggest that you double check the details of the fund transfer before you click this button.

Step 3: Confirm Fund Transfer

A pop-up window will appear once you clicked the “Transfer Now” button.

BPIExpressOnline fund transfer step 3

The pop-up window contains details of the fund transfer transaction. Click the “OK” button if the details are correct. If the detail is incorrect or you don’t want to proceed then you should click the “Cancel” button.

A new page will appear once you click the “OK” button.

BPIExpressOnline fund transfer confirmation page

The page will just show you the transaction date and time, confirmation number and the fund transfer details.

Your fund transfer is finished once you see this page.

In just three easy steps, you finished transferring funds at BPIExpressOnline without going to any BPI branch.

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Looking for info on how to enrol your BPI account to BPIExpressOnline? Then you should read my article, “How to Enrol at BPIExpressOnline”.

Images used on this article was screen-grabbed from my BPIExpressOnline account.

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