For a complete guide to our Accounts Page, please review our Accounts Page Overview!
Can I transfer funds from my Cash account into my Charge account?
Yes you can! Using the Transfer button within your Accounts page lets you transfer funds from your cash account to top up your credit account. You can only transfer funds with the same currency (i.e., CAD Cash account to CAD Charge account)
For detailed instructions on transferring between accounts, please review our help centre article:
Moving Funds in the Accounts Page
Can I transfer funds from my Charge account to my Cash account?
Not at this time. You only have the ability to transfer funds from your Cash account into your Charge account.
If you need to transfer overfunded funds from your Charge account to your Cash account, please contact our Support team at support@floatfinancial.com and we'll be happy to assist you.
Can I transfer funds between my CAD & USD Cash accounts?
Not at this time, transfers can only be between accounts on the same currency.
Can I repay my Charge account with my Cash balance?
Yes you can! You can set up repayment from either your Cash account or connected bank account to pay down your Charge account at the end of your billing cycle.
We recommend using your cash account as the payment is almost instant. Paying with your connected bank account takes 3-5 business days.
Please note that if you select your cash account for repayment and you don't have enough in your cash account, we'll automatically draw the payment amount from your connected bank account.
For more details on repayment options, please review our help centre article: Moving Funds in the Accounts Page
How can I pay down my charge account?
You can set up Auto-Paydown within the Accounts page to automatically transfer a specified amount from your chosen account (Cash account or connected bank account) when your balance falls below a certain threshold. You can also manually transfer funds from your Cash account into your charge account if you need more balance.
For detailed instructions on setting up auto-paydown, please review our help centre article: Moving Funds in the Accounts Page
Where do my card payments come from if I'm a Charge customer?
Your card payments come from your Charge account, not from your Cash account.
If you are ever low on available credit, you can send a top-up from your Cash account so you can continue to spend.
Can I use my cash account to make reimbursement and bill payments?
Yes you can! Essentials plan customers must pay reimbursement and bills through their Cash balance or pay outside of Float and mark them as paid. Professional plan members can choose to pay reimbursements and bills through either their Cash balance or connected bank accounts.
Can I use my Charge account to make reimbursement and bill payments?
No, Reimbursement and bill payments can only be made from either your Cash balance or your connected bank account (Professional & Enterprise customers only).
Payments from your Cash balance are 4x faster and you earn 4% interest on your funds held in the account.
I'm interested in the Charge program, where can I find more information and sign-up?
If you are interested in our Charge program and want to learn if your company is eligible, please review our Help Centre articles below for more information: