Online Access FAQ’s

Welcome to the IsraTransfer Online Access Portal Knowledge Base

Below we have provided answers to some commonly asked questions, as well as links to helpful tutorial videos.

 

What is the IsraTransfer Online Access Portal?

The Online Access Portal is IsraTransfer’s online currency transfer management platform.  Available exclusively to clients of IsraTransfer, with the power of the portal, clients are able to access information on-demand, convert funds, initiate transfers, set rate alerts, as well as monitor balances, view transaction history, and update account documents.

 

Who may use the portal and how do I gain access?

All IsraTransfer clients may sign up for access to the portal.  Once you have completed the online application an email will be sent to you with instructions on how to complete the registration process. We aim to verify your registration within one business day.

 

Can I access the portal from any computer or physical location?

Yes, you may log in from any computer, tablet, or mobile device – from anywhere in the world!

 

What is my Username and Password?

Username: This is the email address that you used to register.

Password:  During the registration process you will be prompted to create a unique password containing a minimum of eight characters, that includes at least one number and one letter.

Please keep your password in a safe place, do not give it to a third party, and for additional security precautions avoid accessing the portal using a public wifi or unsecured network.

 

How can I retrieve or reset my password?

From the login screen, click the “Forgot Password” link and a password reset link will be sent to the email address you used for registration. Upon clicking the reset link you will then be prompted to create a new password.

 

What should I do if I am having trouble logging into the portal?

Please check that you are entering the correct username and password (and that Caps Lock is off). If you are still experiencing difficulty, please contact the office.

 

Can I register or log into the portal using Facebook, Google or any other third party account?

For security reasons this is not possible.

 

Why does the portal sign me off after a period of time?

For security purposes, you will be automatically logged out after 5 minutes of inactivity.

 

How secure is the portal

(see Salesforce security blurb)

 

Do you have a downloadable mobile app for the portal?

This is currently in the development stages and we will notify all clients when it is available.

 

How do I report unauthorized account access?

Please notify us immediately if you suspect that someone has accessed your account, or feel that it has been compromised in any way.  During office hours (Sunday through Thursday 09:00 – 18:00 IST), please call 074-701-8887.  During non-office house, please email info@isratransfer.com and we will get back to you as soon as possible.

 

My Balances

How are my balances credited?

Once IsraTransfer receives funds they are added to your balances. If you have signed up for notifications, you will also receive an SMS and/or email notification. Notifications can be set up in “Edit My Profile,” accessible by clicking your name found in the top right corner of the screen when logged into the portal.  

*For amounts over $50,000 (or equivalent), funds will be credited to your balances once IsraTransfer has received all necessary supporting documentation.

 

Trading Funds

Can I convert funds that haven’t yet been received by IsraTransfer?

No, IsraTransfer must acknowledge that funds have been received before you can use the online platform to convert them.

 

How long are quotes valid for?

Upon requesting a quote you will be given three, twenty second windows in order to confirm the conversion. If you do not confirm the conversion within this time period, the quote will expire and you will have to re-submit your rate request.

 

How is the exchange rate calculated?

The exchange rate displayed when you request a conversion is your net exchange rate. This is calculated using the mid market rate minus the agreed commission deducted by IsraTransfer.

 

If I have confirmed a conversion, can this be cancelled?

Unfortunately, once you have confirmed a conversion we are unable to cancel it.

 

How do I know if a conversion I placed has taken place?

Once a conversion has taken place, it will be reflected in the “Conversion History” section of the portal. Here you may also view and download a copy of the conversion confirmation for your records.

Additionally, if you have signed up for notifications, you will receive an SMS and/or email message once your conversion has taken place. Notifications can be set up in “Edit My Profile,” accessible by clicking your name found in the top right corner of the screen when logged into the portal.

 

Will conversions I have made outside the portal also show up in my conversion history?

Yes, all conversions, including those made not using the portal will appear in your Conversion History.

 

Transfers

How long do transfers take to be made?

As a general guideline, and depending on the time of day, transfers are made on the same business day they are initiated and will be received in your bank account the next business day.  If you have asked for a third party transfer, this may take a little longer in order to allow for possible compliance checks.

 

How do I know when a transfer has been completed?

If you have signed up for notifications you will receive an SMS/email message. Notifications can be set up in “Edit My Profile,” accessible by clicking your name found in the top right corner of the screen when logged into the portal.

 

Will transfers made outside the portal also show up on the transfer history?

Yes, all transfers, including those made not using the portal will still appear in your Transfer History.

 

I have made a transfer online, can this be cancelled?

Generally transfers can not be cancelled, however, please contact the office immediately and we will endeavour to place a stop on the transfer.

 

Beneficiaries

I have multiple bank accounts, may I store all of them in my Beneficiary profile in the portal?

Yes, if you have more than one bank account in your name you may save them all in the portal. However, please be careful to choose the correct one when you make a transfer.

 

May I make a third party a beneficiary of a transfer?

You may do this, however, IsraTransfer will review the request before any transfer can be processed. Please note that extra documentation may be required, and acceptance is at IsraTransfer’s sole discretion.

 

Editing Your Profile

I have changed my personal details – address, telephone number, email, how do I notify you?

Please go to “Edit My Profile” by clicking your name on the top right of the screen when logged into the portal to make any modifications.

 

I wish to change or stop notifications, how do I do this?

Please go to “Edit My Profile” by clicking your name on the top right of the screen when logged into the portal to make any modifications.

 

Tutorial Videos

Where can I find additional information showing how to use the portal?

For more on how to use the portal, including instructional videos, please visit our dedicated playlist on our YouTube channel.