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How do I update my e-Transfer profile name on my bank account?
How do I update my e-Transfer profile name on my bank account?

instructions on how to update your e-Transfer profile name!

Updated over 3 months ago

To fund your personal Shakepay account, we would require e-Transfers to be sent from personal bank accounts.

In order to have your e-Transfer deposited to your account, your full legal name listed on your Shakepay account must match the name (or nickname) on your e-Transfer account.

Once you are able to update your e-Transfer nickname, you can send us an e-Transfer reminder on your mobile app or web banking account!

You can find the instructions below for each bank to update your e-Transfer nickname:

Bank of Montreal (BMO)

Usually, BMO e-Transfer profile names match the full legal name on the account by default.

If you receive a notification that the e-Transfer name still needs to be updated, we kindly ask that you reach out to BMO's Customer Support Team to have it updated for you.

Canadian Imperial Bank of Commerce (CIBC)

  1. Sign into your CIBC mobile app and click the three parallel lines on top left corner to open the side menu

  2. Select "Interac e-Transfer®" from the menu

  3. Select "Interac e-Transfer® settings" at the bottom

  4. Select "Edit my profile" from the pop-up menu

  5. Enter your full name on the Nickname field

  6. Send us a reminder on the e-Transfer:

    • Click "Interac e-Transfer®" in the menu on the left

    • Select “View history”

    • Click on the e-Transfer you sent and click the “Send a reminder” button at the bottom

Desjardins

Usually, Desjardins e-Transfer profile names match the full legal name on the account by default.

If you receive a notification that the e-Transfer name still needs to be updated, we kindly ask that you reach out to Desjardin's Customer Support Team to have it updated for you.

HSBC

Usually, HSBC e-Transfer profile names match the full legal name on the account by default.

If you receive a notification that the e-Transfer name still needs to be updated, we kindly ask that you reach out to HSBC's Customer Support Team to have it updated for you.

Royal Bank of Canada (RBC)

RBC requires e-Transfer nickname changes to be completed on your laptop or computer.

  1. From the Banking tab under My Accounts, select "Profile and Preferences" from the left-hand menu

  2. Select "Remember My Sign In Information" from the "Update My Preferences" menu in the centre of the page

  3. Under "Options", enter your full legal name as your new nickname

  4. Send us a reminder on the e-Transfer:

    • Tap "Move Money" in the Navigation Bar

    • Tap the "Send an Interac e-Transfer®"

    • Tap the "History" Tab

    • Select the transfer you want to edit

    • Scroll to the bottom and tap "Edit & Resent"

    • Tap to edit the email, phone number or security question

    • Tap Save & Resend

Scotiabank

Scotiabank requires e-Transfer nickname changes to be completed on your laptop or computer.

  1. Sign in to Scotiabank Online Banking at https://www.scotiabank.com/

  2. Select "Transfers" in the navigation bar on top

  3. Select "Interac e-Transfer®"

  4. Select "Send money"

  5. Under "Your details" and select "Update"

  6. Enter your full legal name, then select "Save"

  7. Send us a reminder on the e-Transfer:

    • Select "Back” in the lower left

    • Select "History & Pending"

    • Select "Resend notification" for the e-Transfer in question

Simplii Financial

  1. Log into Simplii Financial Mobile App

  2. On the left hand side, click on "Interac e-Transfer®"

  3. Select "Interac e-Transfer® Settings"

  4. Click on "Edit my profile"

  5. Change your e-Transfer nickname to your full legal name

  6. Click on "Save"

  7. Send us a reminder on the e-Transfer:

    1. On the left hand side, click on "Interac e-Transfer®"

    2. Click on "Review History"

    3. Select the actual e-Transfer to Shakepay and then send a reminder

TD Canada Trust

TD Canada Trust requires e-Transfer nickname changes to be completed on your laptop or computer.

  1. Go to https://www.td.com/ca/en/personal-banking/my-accounts/ and log into "EasyWeb"

  2. On the right hand side, click on “Profile & Settings"

  3. Go to “Account Settings"

  4. Enter your full legal name under “Change Display Name”


I updated my e-Transfer nickname, what's next?

Once you are able to update your e-Transfer nickname on your mobile or web banking app, please allow us 24 hours to review and approve the e-Transfer account.

You can also reach out to our Customer Support Team and we will be happy to look into your e-Transfer!

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