Book Transfer
Book transfer enables seamless, real-time fund transfers between SUNRATE users, with no additional fees and no need for transaction documents, ensuring both convenience and efficiency.
We offer two types of book transfer methods: Instant Transfer and Scheduled Transfer.
1. Instant Transfer
1.1 Initiate the transfer
Click Payment — Book Transfer and select Instant Transfer, then click Next.
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1.2 Enter payee information
Input the details about the transaction. Please check through and ensure that all the information is correct before clicking Next.
*If you are having trouble finding this feature on your interface, please refer to https://help.sunrate.com/docs/en/what-are-my-next-steps-after-completed-my-account-registration. Please also note that supporting documents are not required until your transfer reaches a daily limit.
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1.3 Confirm the transfer
Click Submit to proceed.
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Click Confirm to complete the transfer.
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2. Scheduled Transfer
2.1 Initiate the transfer
Go to Payment — Book Transfer, select Scheduled Transfer, and input the start date, end date, and frequency of the transfer. Confirm the information, before clicking Next.
*Once you have confirmed the transfer frequency and start/end dates, we will automatically initiate transfers from your account at the frequency you specified during the selected period.
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2.2 Enter payee information
Input the details about the transaction. Next, confirm that all the information you have provided is correct, then click Next.
*If you are having trouble finding this feature on your interface, please refer to https://help.sunrate.com/docs/en/what-are-my-next-steps-after-completed-my-account-registration. Please also note that supporting documents are not required until your transfer reaches a daily limit of 200,000 USD or a cumulative total of 2,000,000 USD.
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2.3 Confirm the transfer
Click Submit to proceed.
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Click Confirm to complete the schedule.
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2.4 View & manage transfer schedules
You can always view and manage all scheduled transfers under Book Transfer — Transfer Schedule.
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