How to add a contact and send an Interac e-Transfer^® payment

Step 1: Let's get started on your web browser

Select the "Sign on" button in the demo to continue.

Step 2: Select "Interac e-Transfer"

From the homepage, go to the "Move Money" menu and select "Interac e-Transfer".

Step 3: Create a new contact

Go to "Send Money To" and select "New Contact".

Step 4: Review the terms for sending an Interac e-Transfer

Review the common warning signs of scams that involve requests for money, and CIBC's terms for sending an Interac e-Tranfer.

Once you've finished reviewing, select "I understand" to continue.

Step 5: Enter the contact's name

In the field provided, enter the name of the recipient you'll be sending an Interac e-Transfer payment to.

Step 6: Choose a contact method

Choose how your new contact will be notified of the Interac e-Transfer payment. Select the checkbox for "email" or "mobile phone".

For this demo, we'll be selecting email and will add the contact's email address when prompted.

Step 7: Add contact

Confirm the details of the contact's information. When you're ready, select the "Add Contact" button.

As an extra security measure, you may need to verify your identity with a one-time verification code before you can finish adding a new contact.

Step 8: Verify contact information

Verify that the contact's information is correct. When you're ready, select "Add Contact".

Step 9: Send money to your contact

An on-screen message will confirm that your contact was successfully added.

Select "Send Money" to begin an Interac e-Transfer payment to your contact.

Step 10: Select the contact from the dropdown menu

Go to the "Send Money To" dropdown menu and select your contact's name.

Step 11: Enter the amount of your Interac e-Transfer payment

Use the field provided and enter the amount of money you'll be transferring to your contact.

Step 12: Choose an account to withdraw the money from

Use the dropdown menu to select an account that you'll send the money from.

To set up a recurring Interac e-Transfer payment, you can select options from the "How Often" dropdown menu.

Step 13: Schedule the transfer date

Today's date will be the default for your Interac e-Transfer payment.

If you want to schedule the transfer for a later date, go to "Transfer Date" and use the dropdown menus to select a future date, or select the calendar icon.

Step 14: Enter a message

Enter a message to the recipient of your Interac e-Transfer payment. This step is optional.

Step 15: Enter a security question

Enter a security question and response that only the recipient of your Interac e-Transfer payment can answer. You'll be prompted to enter the answer twice.

The recipient must correctly answer the question to complete the transfer. Any recipient who has registered for Interac e-Transfer Autodeposit will not be asked to complete this step.

Step 16: Review the details of your Interac e-Transfer payment

Once you've reviewed the details and verified they're correct, select "Send Money" to proceed with the transfer.

Great job!

You've successfully added a contact and made an Interac e-Transfer payment on CIBC Online Banking.

An on-screen message will confirm that your money has been sent.

Step 1: Let's get started on your web browser

Select the "Sign on" button in the demo to continue.

Step 2: Select the three-line menu icon to open the navigation bar

On the CIBC Online Banking homepage, find and select the three-line menu icon to open a navigation bar with more options.

Step 3: Select "Interac e-Transfer"

Go to the "Move Money" section of the menu and select "Interac e-Transfer".

Step 4: Create a new contact

Go to "Send Money To" and select "New Contact".

Step 5: Review the terms for sending an Interac e-Transfer

Review the common warning signs of scams that involve requests for money, and CIBC's terms for sending an Interac e-Tranfer.

Once you've finished reviewing, select "I understand" to continue.

Step 6: Enter the contact's name

In the field provided, enter the name of the recipient you'll be sending an Interac e-Transfer payment to.

Step 7: Choose a contact method

Choose how your new contact will be notified of the Interac e-Transfer payment. Select the checkbox for "email" or "mobile phone".

For this demo, we'll be selecting email and will add the contact's email address when prompted.

Step 8: Add contact

Confirm the details of the contact's information. When you're ready, select the "Add Contact" button.

As an extra security measure, you may need to verify your identity with a one-time verification code before you can finish adding a new contact.

Step 9: Verify contact information

Verify that the contact's information is correct. When you're ready, select "Add Contact".

Step 10: Send money to your contact

An on-screen message will confirm that your contact was successfully added.

Select "Send Money" to begin an Interac e-Transfer payment to your contact.

Step 11: Select the contact from the dropdown menu

Go to the "Send Money To" dropdown menu and select your contact's name.

Step 12: Enter the amount of your Interac e-Transfer payment

Use the field provided and enter the amount of money you'll be transferring to your contact.

Step 13: Choose an account to withdraw the money from

Use the dropdown menu to select an account that you'll send the money from.

To set up a recurring Interac e-Transfer payment, you can select options from the "How Often" dropdown menu.

Step 14: Schedule the transfer date

Today's date will be the default for your Interac e-Transfer payment.

If you want to schedule the transfer for a later date, go to "Transfer Date" and use the dropdown menus to select a future date, or select the calendar icon.

Step 15: Enter a message

Enter a message to the recipient of your Interac e-Transfer payment. This step is optional.

Step 16: Enter a security question

Enter a security question and response that only the recipient of your Interac e-Transfer payment can answer. You'll be prompted to enter the answer twice.

The recipient must correctly answer the question to complete the transfer. Any recipient who has registered for Interac e-Transfer Autodeposit will not be asked to complete this step.

Step 17: Review the details of your Interac e-Transfer payment

Once you've reviewed the details and verified they're correct, select "Send Money" to proceed with the transfer.

Great job!

You've successfully added a contact and made an Interac e-Transfer payment on the CIBC Mobile Banking App.

An on-screen message will confirm that your money has been sent.

Step 1: Let's get started on the mobile app

Select the "Sign on" button in the demo to continue.

Step 2: Select "Send money"

On the CIBC Mobile Banking App homepage, choose an account and select "Send money".

Step 3: Select a contact to send an Interac e-Transfer payment to

Select "Select a contact" to continue.

Step 4: Add a new contact

To add a new Interac e-Transfer payment recipient to your account, select "New contact".

Step 5: Review the terms for sending an Interac e-Transfer payment

Review the common warning signs of scams that involve requests for money and CIBC's terms for sending an Interac e-Transfer payment.

Once you've finished reviewing, select "I understand" to continue.

Step 6: Enter the contact's name

In the field provided, enter the name of the recipient you'll be sending an Interac e-Transfer payment to.

Step 7: Choose a contact method

Choose how your new contact will be notified of the Interac e-Transfer payment.

For this demo, we'll be selecting email. Enter the email address in the field provided and select the "Save" button.

As an extra security measure, you may need to verify your identity with a one-time verification code before you can finish adding a new contact.

Step 8: Select "OK"

An on-screen message will confirm that you've successfully added a new contact.

Select "OK" to begin an Interac e-Transfer payment.

Step 9: Enter the amount of your Interac e-Transfer payment

Use the field provided and enter the amount of money you'll be transferring to your contact.

Step 10: Select a contact

Select "To" to choose a contact for your Interac e-Transfer payment.

Step 11: Enter a security question

Enter a security question and response that only the recipient of your Interac e-Transfer payment can answer. You'll be prompted to enter the answer twice.

The recipient must correctly answer the question to complete the transfer. Any recipient who has registered for Interac e-Transfer Autodeposit will not be asked to complete this step.

Step 12: Schedule the transfer date

Today's date will be the default for your Interac e-Transfer payment.

If you want to schedule the transfer for a later date, go to "Transfer Date" and use the dropdown menus to select a future date, or select the calendar icon.

When you're ready, select the "Continue" button.

Step 13: Review the details of your Interac e-Transfer payment

Once you've reviewed the details and verified they're correct, select "Send Money" to proceed with the transfer.

Great job!

You've successfully added a contact and made an Interac e-Transfer payment on CIBC Online Banking.

An on-screen message will confirm that your money has been sent.