Electronic Funds Transfer
EFT- Yes this is Available!!!
First of all what is an EFT.
Electronic funds transfer (EFT) represents the process of money transfer from one bank account to another usually through an electronic system (computer with access to internet) without any involvement of bank managers. You can use abbreviation EFT when you speak about several payment systems:
Debit/credit card payments for a product/service
Direct deposit payment from the payer
Direct debit transaction
International bank payment using wire transfer or any other form of electronic transfers
Electronic bill payment, issued by the bank via online banking
Any financial transaction performed by bank or electronic money (e-Wallets) issuer where no cash is involved
How can You get Started?
The process is simple.
1) Contact Michelle or Bonnie to let them know you are interested in this option
2) We will Send you an email with A EFT PDF to help guide you through the process, as well as provide you with your Personal Account #. Once you receive your personal account # from us you are all set.
3) Login in to your online bank access and set up a New Payee.
4) Choose Investia Financial Services Inc.
(If this is not available for you there are 2 options
i) Contact your Branch ii) Search for HollisWealth
5) Indicate your Account # provided by us
6) Send the $ to your Investia account, as per the Account # provided by our office
Things to remember
1) Let us know when your sending the $, and the amount.
2) Let us know if you will be coming into sign a form for the deposit or if you would like us to send you a form so you may digitally sign it!!! (Yes, this is a NEW option too)
3) Remember it takes 24-48 hours for the $ to appear at our Head office Investia
These Tips are also available in a Video on Facebook or Instagram
Be sure to reach out to us if your interested or have more questions!
- Michelle