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Move funds between your Money accounts and external bank accounts

  • Updated

You can move money securely to and from external bank accounts and the Money accounts with ease. Link your multiple external bank accounts with your Money account using the Neo app or website to begin your transfer.

How to link an external bank account

Neo app

  • Log in to the Neo app on your mobile device
  • Tap the Person shaped icon
  • Tap 🔗 Linked accounts
  • Tap +
  • Tap Continue
  • Select an institution
  • Enter your details and verify yourself
  • Review your account information and tap Confirm

Web

  • Go to member.neofinancial.com and log in to your account
  • Log in to the Neo app on your mobile device
  • Tap the Person shaped icon
  • Tap Accounts
  • Tap 🔗 Linked accounts
  • Tap + Add account
  • Tap Continue
  • Select an institution
  • Enter your details and verify yourself
  • Review your account information and tap Confirm

How to move funds from a linked account

Neo app

  • Log in to the Neo app on your mobile device
  • Tap Money
  • Tap + Fund
  • Select your linked account
  • Enter the amount you want to deposit
  • Tap Transfer

Web

  • Go to member.neofinancial.com and log in to your account
  • Select Money
  • Select + Fund
  • Select your linked account
  • Enter the amount you wish to deposit
  • Select Continue
  • Select Transfer

How to move funds from the Money account

Neo app

  • Log in to the Neo app on your mobile device
  • Tap Money
  • Tap - Withdraw
  • Select your linked account
  • Enter the amount you wish to withdraw
  • Tap Transfer

Web

  • Go to member.neofinancial.com and log in to your account
  • Select Money from Accounts
  • Select - Withdraw
  • Select your linked account
  • Enter the amount you wish to withdraw
  • Select Continue
  • Select Transfer

Transferred funds usually take 3-5 business days to be processed and available for you to use. However, large transfers can take up to 8 business days.

You can also quickly move money securely to an external bank account using Interac e-Transfer®. Here’s the information on how to send, request, or receive an Interac e-Transfer® request.

Enable Auto-Save to automate your deposits and withdrawals

If you move your funds periodically between your external bank account and Money account, then the Auto-Save function will be best for you.

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