How Do I Send Money from My Yeeld GBP Account?

How Do I Send Money from My Yeeld GBP Account?

Your Yeeld GBP Account gives you the flexibility to move money both inside and outside of the Yeeld platform.

You can:

• Send money to UK bank accounts.
• Transfer money into your investment products.
• Move money into your Saving Vaults.

Sending Money to a UK Bank Account

You can send money from your Yeeld GBP Account to another UK bank account using Faster Payments.

To send a payment:

1. Open the Accounts tab.
2. Select your Yeeld GBP Account.
3. Tap Send.
4. Add or select a beneficiary.
5. Enter the payment amount and reference.
6. Review the payment details.
7. Confirm the payment.

If you're sending money to a new beneficiary, we'll carry out a Confirmation of Payee (CoP) check to help verify that the account details match the intended recipient.

Before the payment is authorised, you'll also be asked to complete a security check using Face ID (where available) or a one-time passcode (OTP).

Moving Money to an Investment Product

If you have investment products with Yeeld, you can transfer money directly from your Yeeld GBP Account.

To make a deposit:

1. Open the Portfolio tab.
2. Select the investment product you'd like to fund (such as your ISA, GIA or Pension).
3. Select Deposit.
4. Enter the amount you'd like to transfer.
5. Review and confirm the transfer.

The funds will be transferred from your Yeeld GBP Account into your selected investment product.

Moving Money into a Saving Vault

You can also transfer money into one of your Saving Vaults.

To do this:

1. Open the Accounts tab.
2. Select the Saving Vault you wish to fund.
3. Tap Deposit.
4. Enter the amount you'd like to transfer.
5. Review and confirm the transfer.

Your money will then be moved from your Yeeld GBP Account into your chosen Saving Vault.

Before You Send Money

Before confirming any payment or transfer, make sure:

• The payment amount is correct.
• The recipient or destination account is correct.
• You have enough available funds in your Yeeld GBP Account.

Once authorised, payments and transfers may be subject to security and fraud screening before being processed.

In Summary

Your Yeeld GBP Account allows you to:

• Send money to UK bank accounts using Faster Payments.
• Transfer funds into your investment products.
• Move money into your Saving Vaults.

All transfers can be managed quickly and securely from within the Yeeld app.