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How Do I Transfer Funds?

Atlas Balance makes it really easy to transfer funds from your Atlas Balance financial account to other accounts.

From your Account page, click Send Funds to open the transfer screen.

First, choose the type of recipient:

  • Account owned by me – another Atlas Balance account you own
  • External business account
  • External individual account

If you’re sending to someone new, click Add New Payee and enter their account details. If they’re already saved in your account, simply select them from the list.

send funds screen

Next, enter the transfer information:

  • Recipient account details (only if they’re a new payee)
  • The amount you want to send
  • A short description (optional, e.g., “August rent” or “Invoice #2041”)

Click Review Transfer to double-check that all the details are correct.

review transfer screen

If everything looks good, click Send Transfer. Transfers are subject to regulatory checks (AML/KYC/fraud monitoring) and may have limits per account.

Once the transfer is successful, you can download a receipt for your records or return to your account dashboard.

Still stuck? We’re here to help.

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