How to transfer funds between your wallet and trading accounts

Updated 13 November 2026

Internal transfers move money between your own balances in the JAFX client portal (app.jafx.com).

A wallet holds your money in one currency, for example your USD Wallet or your Bitcoin Wallet. Your deposits land in a wallet, and withdrawals are paid only from wallets.
A trading account is the account you trade with. It has its own Login number.

To trade, you move money from a wallet into a trading account. To withdraw, you move it back into a wallet. You can transfer:

wallet to trading account
trading account to wallet
wallet to wallet
trading account to trading account

Transfers between balances in the same currency are instant.

How to transfer

Sign in to the client portal at app.jafx.com.
In the menu at the top of the page, select Transfer (under Funds). On a phone, open the menu and select Transfer. The page that opens is titled Internal transfers.
In From, choose the wallet or trading account the money should leave.
In To, choose the wallet or trading account that should receive it.
Enter the amount.
If the two currencies differ, check the summary. It shows the rate, any fee and the Credited amount.
Click Confirm transfer.

When the transfer works, you see one of these messages:

"Transferred! Money has been transferred successfully."
"The money is in your trading account. You can start trading now."
"Success! Quick Exchange Completed." This appears for a transfer between two wallets in different currencies.
"Transfer submitted — it may take a moment to settle. Check the history below."

On the page, From and To list your Wallets and your Trading accounts as tiles. A wallet tile shows its balance; a trading account tile shows the account's equity. Empty wallets under To are hidden until you select Show empty wallets.

The Summary shows From, To, Amount, Fee ("Free" when both sides use the same currency) and ETA ("Instant").

If nothing holds money yet, the page says: "There's nothing to transfer yet. Deposit to your wallet first, then move the money into a trading account here."

Under the form, Internal transfer history lists your transfers, 10 a page, with View all in history →.

To see all your transfers, open Transaction History and filter by the type Internal.

If you don't have a trading account yet

The page says: "Your wallet is funded. Open a trading account, then move money into it here to start trading."

Select Open a trading account on that page. (You can also open Accounts in the menu and select New account.)
Fill in the Open trading account form and select Open account.
The portal brings you back to the transfer page so you can move money into the new account.

Common messages

Message	What to do
"Please use a different account than source account"	From and To are the same. Choose a different one in To.
"Transfer amount should be less than or equal to source account."	The amount is more than the balance you are sending from. Lower the amount.
"Transfer amount should be greater than or equal to …"	The amount is below the minimum. The minimum is the value shown in the message.
"This trading account cannot be used as a transfer source/destination."	This account can't send or receive transfers. Contact support@jafx.com.
"Couldn't transfer the fund. Please try again later."	Try again in a few minutes. If it keeps happening, contact support@jafx.com.
"Live rate unavailable right now."	Wait and try again later.
"Pick a source trading account." / "Pick a destination trading account."	Choose a tile in From or To again.
"Transfer amount should be less than or equal to …" (followed by an amount)	The amount is above the maximum for one transfer, shown in the message.
"Could not load your trading account balances right now. Please try again in a few minutes."	Trading accounts are left out until their balances load. Reload the page later.
"We didn't get an answer in time, so we can't tell whether the transfer went through. Check your balances and the transfer history before trying again."	Check Internal transfer history first.

How much you can transfer

The money must already be in the wallet or trading account you send from.

A deposit must reach your wallet before you can move it. Check its status in Transaction History.
You can't transfer more than the available balance of the source.

On the Trading Accounts page, each account card shows Balance and Equity:

Balance and equity are the same: you have no open trades. You can transfer the full balance.
Balance and equity differ: you have open trades. The difference is your open profit or loss.

You can transfer out of a trading account while you have open trades, but not more than your free margin. The client portal doesn't show free margin. You can see it in the JAFX web trader at https://terminal.jafx.com, which the portal's Terminal link opens.

Moving money out of an account with open trades lowers your margin level:

At 100% you reach a margin call.
At 70%, JAFX starts closing your open positions without further notice.
JAFX has negative balance protection across all your JAFX accounts. If the total balance across all your accounts goes below zero, JAFX does not ask you to pay the shortfall. A negative balance on one account is first set off against the balances of your other accounts. You can still lose all the money you deposit.

Leave enough money in the account to support your open positions. If you are not sure how much you can move, email support@jafx.com with your trading account Login number.

If the currencies differ

If the two sides of the transfer use different currencies, the money is converted at the live rate. You don't need to convert first. The summary shows the rate, any fee and the Credited amount before you click Confirm transfer. See Currency conversion on internal transfers.

Why support can't make the transfer for you

Our support team does not make internal transfers on a client's behalf, but we can guide you through the steps above.

You stay in control: only you decide where your money goes and when.
It avoids mistakes: for example, choosing the wrong currency wallet could convert your money when you didn't want that.
You only learn it once: after that you can move money whenever you need to.

If you get stuck, tell us which step you are on and what message you see. In live chat you are already signed in to the portal, so we don't need your Support PIN.

We are available 24/7 via live chat or email (support@jafx.com).

Was this article helpful?