Siebel Wireless Administration Guide For Financial Services > Using Wireless Banking and Brokerage >

Funds Transfer

Use the Funds Transfer function to move funds from one account to another.

When you select Accounts from the Main Menu, your device displays the Funds Transfer view.

The Funds Transfer view is the starting point for each new transfer.

To transfer funds from one account to another

  1. On the Funds Transfer view, select the New Transfer link.
  2. Select the From account.
  3. Select the To account.
  4. Enter the amount.
  5. Click OK.

    6. The Confirm view appears. Here you check the transaction details. You can change the From account, the To account, and the amount before you complete the transfer.

  6. Click Submit.

    7. The Submission view displays a reference number for your records. For details, see the note that follows.

NOTE:  Clicking Submit, as in step 6, causes a Service Request record to be created with the funds transfer instructions. The confirmation number identifies the service request number (SR#). This service request number can be used to look up the record in the Service screen in Siebel eFinance or in the Customer Service screen of Siebel eBanking and Siebel eBrokerage.


 Siebel Wireless Administration Guide For Financial Services
 Published: 18 April 2003