How To Get A Bank Draft From Simplii

how to get a bank draft from simplii

Getting a Bank Draft from Simplii: Online, Mobile App, and Customer Service Explained

As a Simplii Financial customer, you've made a clear choice: banking doesn't have to be daunting but rather a quick and smooth affair. One of the many services Simplii offers to its clients is bank drafts. These are a great way to make large payments securely across the globe. In this article, let's delve into the process of acquiring a bank draft through Simplii, using various methods: online banking, the mobile app, and the customer service line.

Securing a Bank Draft via Simplii's Online Banking Interface

Online banking is a tech-savvy and convenient method to get a bank draft with Simplii. You can do it from the comfort of your home or the convenience of work, or anywhere you can connect to the internet. Follow these steps:

  • First, navigate to the Simplii Financial website and log in to your profile.
  • From the dashboard, select 'Services' then 'Bank Drafts.'
  • Choose the account you want to pay from and enter the amount.
  • Lastly, review the details and confirm the transaction.

Post completion, you will have to visit your nearest Simplii Financial or CIBC branch to pick up the draft in person. Don't forget to carry along some identification!

Snagging a Bank Draft Using the Simplii Mobile App

For those who prefer doing their banking from their smartphones, Simplii’s mobile application provides the same feature. This app is designed to be user-friendly and simple to navigate. Here's how it's done:

  • Login into your account on the Simplii mobile app.
  • Under the 'More' menu, locate 'Bank Draft'.
  • Select the source account and enter the draft amount.
  • As a final step, review your details and authorize the transaction.

Just like the online banking process, the draft is not mailed or delivered. You'll have to pick it up from the nearest bank branch, with proper identification in hand.

Obtaining a Bank Draft by Calling Simplii’s Customer Service

If you're the type who prefers human interaction or find the digital platforms intimidating, Simplii’s customer service is at your service! To facilitate a bank draft, you can easily call their customer service center. This process follows these steps:

  • Find the customer service number on the back of your Simplii card or on their official website.
  • After you've been connected, follow the voice prompts to find the 'Bank Draft' service.
  • Provide your detailed specifications to the live agent, including the account to be debited and the draft amount.

Remember, to maintain the security of monetary transactions, Simplii will always ask you to confirm your identity over the call. After concluding the call, you will once again be required to pick the draft in person from a branch.

In conclusion, Simplii Financial continues to strive for user-friendly, prompt, and secure banking transactions. Regardless of whether you prefer banking in person, online, or from your mobile, you'll have no issues in acquiring a bank draft from Simplii. Remember, no method is superior, and there's always on-hand customer support to help you navigate the best choice for you.