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Westoba Credit Union

e-Transfers®

Send transfers, Auto-Deposit or Request Money anywhere, anytime with Interac e-Transfers®!
For answers to common questions including service charges and limits, please check our FAQ.
Here’s how e-Transfers® work:

 

Sending an Interac e-Transfer®

  1. Log in to online banking or WestobaGO mobile application.
  2. Click on Interac e-Transfers® or Send via INTERAC e-Transfer®
  3. If this is your first time sending an e-Transfer, you will have to set up your sender profile by filling out your personal information.
  4. Select the account to make the e-Transfer from.
  5. Choose a recipient’s name–or click Settings, Manage Recipients, then Add Recipients–and fill out the recipient’s information, including a security question they will be prompted to answer to deposit the e-Transfer into their account and the correct answer that they must provide.
  6. In the Amount box, enter the amount in Canadian funds to be transferred to the recipient.
  7. In the Message box, you can enter an optional message to the recipient; this could be a note about the transfer or an invoice number, for instance. Do not use this area to pass along the answer to the security question.
  8. Click Continue.
  9. Confirm the details of the e-Transfer on the next page and, if everything is correct, click Confirm.

 Receiving an Interac e-Transfer®

  1. Click the link in the email message you received notifying you of the e-Transfer.
  2. In the Select Province or Territory drop-down box, choose Manitoba, and in the Select Credit Union drop-down, choose Westoba Credit Union Ltd.  Click Deposit.
  3. If you are not currently logged into online banking, you will be brought to the login page. Log in.  If you have not created a sender profile, you must create it now.
  4. In the Answer box, provide the answer to the security question. Click Continue.
  5. Click Deposit In and select the account to accept the funds to.
  6. In the Message to Sender box, type an optional message that will be sent to the sender.
  7. Click Accept.

Auto-Depositing an Interac e-Transfer® (Desktop Instructions)

  1. Log in to online banking 
  2. Click ‘Transfers‘ and select Send via INTERAC e-Transfer® followed by Autodeposit
  3. Enter your primary e-mail address and select the account where you’d like to receive autodeposit
  4. After reading and understanding the statements in that section, check the boxes if you agree and click Register
  5. You will receive an email to confirm your registration. Check your inbox and click “Complete Registration“.

Auto-Depositing an Interac e-Transfer® (Mobile App Instructions)

  1. Log in to your WestobaGO mobile application
  2. Click Interac e-Transfer followed by Settings and choose the Autodeposit option
  3. Under the Enter your primary e-mail address and select the account where you’d like to receive autodeposit
  4. After reading and understanding the statements in that section, check the boxes if you agree and click Register
  5. You will receive an email to confirm your registration. Check your inbox and click “Complete Registration“.

Requesting Money through Interac e-Transfer® (Desktop Instructions)

  1. Log in to online banking 
  2. Click Transfers and select Request Money via Interac e-Transfer
  3. Select the Recipient from the dropdown. If you don’t see the recipient in the list, please click Add New Recipient and complete the steps.
  4. Fill out the remaining details and click “Request“.
  5. Review the details and click “Confirm” to proceed.

Requesting Money through Interac e-Transfer® (Mobile App Instructions)

  1. Log in to your WestobaGO mobile application
  2. Click Interac e-Transfer and choose the Request option
  3. Select the Recipient from the dropdown. If you don’t see the recipient in the list, please click Settings then Manage Recipients and complete the steps.
  4. Fill out the remaining details and click Request.
  5. Review the details and click Confirm to proceed.

Creating a Sender Profile

  1. Enter your name in the Your Name box.
  2. Enter your email address in the Email box. Please double-check it for accuracy.
  3. Optionally, enter your mobile phone number in the Cell box.
  4. Tick the box under the cell field (optional, only tick if you want eTransfer notifications sent by text message and email)
  5. Click Save.

Editing a Sender Profile

  1. Log in to online banking.
  2. Click on Transfers, then Send Interac e-Transfer (or Interac e-Transfers for mobile users) then Edit Sender Profile.
  3. Make any changes you wish to your profile.
  4. Do not leave Name or Email boxes blank; these are required fields.
  5. When done, click Continue (or Update Profile for mobile users).

Adding / Deleting / Editing Recipients (Desktop Instructions)

  1. Log in to online banking.
  2. Click on Transfers, then Send Interac e-Transfer then Edit Recipients.
  3. To add a recipient: click Add Recipient then fill out the recipient’s information.
  4. To delete a recipient: click Delete to the right of the recipient’s name then click Confirm.
  5. To edit a recipient: click Edit to the right of the recipient’s name, make any desired changes to the information, click Continue and then on the confirmation screen that follows, click Confirm.

Adding / Deleting / Editing Recipients (Mobile App Instructions)

  1. Log in to your WestobaGO mobile application
  2. Click on Interac e-Transfers, then Recipients.
  3. To add a recipient: click Add New Recipient then fill out the recipient’s information.
  4. To delete a recipient: select the recipient to be deleted, click Delete then click Confirm.
  5. To edit a recipient: select the recipient to be edited, click Edit, make any desired changes to the information.

View Pending / Resend Notices / Cancel e-Transfers (Desktop Instructions)

  1. Log in to online banking.
  2. Click on Transfers, then Send Interac e-Transfer then click Pending or View/Resend/Cancel Pending Transfers. This allows you to view your pending e-Transfers.
  3. To resend an e-Transfer notice: click Resend Notice beside the pending e-Transfer, choose Confirm and the notice will be resent.
  4. To cancel an e-Transfer: click Cancel beside the pending e-Transfer, choose Continue and the e-Transfer will be canceled and the recipient notified.

View Pending / Resend Notices / Cancel e-Transfers (Mobile App Instructions)

  1. Log in to your WestobaGO mobile application.
  2. Click on Interac e-Transfers, then Pending Transfers. This allows you to view your pending e-Transfers.
  3. To resend an e-Transfer notice: click Resend Notice beside the pending e-Transfer, choose Confirm and the notice will be resent.
  4. To cancel an e-Transfer: click Cancel beside the pending e-Transfer; you may enter an optional message that will be sent to the recipient. Choose Confirm and the e-Transfer will be canceled and the recipient notified.

View e-Transfer History (Available on Desktop Only)

  1. Log in to online banking.
  2. Click on Transfers, then Send Interac e-Transfer then click History.
  3. Provide a start date in the From box and an end date in the To box then click Continue.