There are 2 different ways to transfer funds between your Baselane Banking accounts (including between Checking and Savings accounts under the same or different Baselane Banking entities, as long as they are under the same Baselane profile).
From the Baselane Banking tab:
- Go to the Baselane Banking tab
- Click on ‘Move Money’ and then select ‘Transfers Funds’
- Input the transfer details:
- Input the amount, the account you would like to transfer from and transfer into
- You have the option to add bookkeeping details (category, a note or an attachment) to the transfer
- Review and send the transfer
From the Transfers & Payments tab:
- Go to the Transfers & Payments tab
- Click on ‘Move Money’ and then select ‘Transfers Funds’
- Input the transfer details:
- Input the amount, the account you would like to transfer from and transfer into
- You have the option to add bookkeeping details (category, a note or an attachment) to the transfer
- Review and send the transfer
Transfers between Baselane accounts are instant.
If you have additional questions, please contact us at support@baselane.com, from Mon-Fri 8 AM - 8 PM EST. Call us at +1 (888) 586-1618 from Mon-Fri 9 AM - 4 PM EST.
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