Transferring money from your Unzer bank account

Modified on Tue, 8 Sep at 6:06 PM

This article is about Unzer Financial Services – click here to view the entire collection on this topic.

Transfer Funds Easily and Securely

With your Unzer Business Account, you can conveniently manage bank transfers online and send money quickly to other bank accounts. This gives you full control over your cash flow and business payments at all times.

What You Can Do

Manage payments
Transfer money to business partners and suppliers
Track account activity at any time
Execute bank transfers
Manage your business finances

Money Transfers

Transfer Money from Your Unzer Account

The money transfer feature allows you to transfer available funds securely and easily to other bank accounts.

Before You Make a Transfer

Before a transfer can be processed, you must first create a beneficiary. A beneficiary is the person or company that will receive the payment.

Why do I need to create a beneficiary?
Creating a beneficiary helps ensure that transfers are processed securely and that payments are only sent to approved recipients.

Step 1: Create a Beneficiary

Log in to your Unzer account.
Navigate to Transfers → Beneficiaries.
Click "Add New Beneficiary".
Enter the recipient details:
- Recipient or company name
- Address
- Country
- Email address (optional)
Click Continue.

Step 2: Enter Bank Details

Provide the recipient's banking information:

Bank country
Currency
Bank name
Account holder
IBAN
BIC / SWIFT code

Carefully review all information entered.
Click Create Beneficiary.

Once created successfully, the beneficiary will be available for future transfers.

Step 3: Transfer Money

Open the Transfers section.
Select the beneficiary.
Enter the transfer amount.
Review the payment details.
Confirm the transfer.

After successful processing, the payment will be sent to the registered bank account.

Good to Know

A beneficiary only needs to be created once.
Previously created beneficiaries can be reused for future transfers.
Always verify the IBAN and recipient details before confirming a transfer.
Processed transfers may not be reversible.

Tips for Smooth Transfers

Verify the IBAN before every transfer.
Save frequently used recipients as beneficiaries.
Double-check the transfer amount before approval.
Use meaningful payment references for bookkeeping purposes.
Review completed transfers in your transaction overview.

Next Step

After completing your first money transfer, continue with the next section to learn how to manage company cards, set spending limits, and assign cards to employees.