General platform video
Hello and welcome to our overview of iBanFirst’s platform – the best foreign currency conversions and payments for companies.
Let’s begin: to login, simply go to platform.ibanfirst.com.
After your login, the “Dashboard” for your account appears.
Here you can easily see:
- all your accounts
- the transactions you want to make
- historical foreign exchange rates
- all messages for your accounts (they always appear on the right side of the screen).
The “Accounts” section shows all your available accounts with their individual currencies and balances.
By clicking on one account, its full details are shown. And:
- the drop-down menu shows you how to credit your account
- below that, there’s a list of all your transactions
- If you want, you can easily filter them or download them.
In “FX History” you can see the historical as well as real-time market exchange rates – shown here with different crosses.
You can also create "Alerts" for your preferred currency pair and choose to receive either an SMS notification or an email from your Account Manager.
To make a transaction, just click on “Payments”, then "Create a payment"
From the “Beneficiary” drop-down menu, choose the account you want to make the payment to.
As you see, the “Account to Debit” is automatically selected, based on the currency you want to make the payment in.
To choose a different account to pay, click on “Modify”.
Enter the amount you want to transfer and select the “Speed” and “Fees”.
“Communication” is where you write the message to your beneficiary. Enter the beneficiary’s email if you want to notify them. The internal reference is only visible to you.
Click on “Next”, then check the details and the applied rate. If everything is okay, click “Validate” to complete your payment.
With “Conversions”, you can make currency conversions between your iBanFirst accounts and benefit from live prices – the real-time market rates.
Choose the currency to buy, the currency to sell and the amount of currency that you want.
Click “Next” and “Validate” the transaction if you want to accept the conversion rate offered.
The amounts of the different currencies are debited and credited instantly.
Click on your company name at the top of the screen to access to the platform settings, add and manage users, and activate new services and features.
Click on your name initials at the bottom left of the screen to access your user profile, security settings, and logout link.
Click on the "?" icon at the bottom right of the screen to access the help center or contact form.