How do I request a manual quote?

How do I request a manual quote?

  • Mar 21, 2026
  • Knowledge

Details

Before you request a manual quote, please note:

  • Manual quotes are required for large foreign exchange transfers that exceed the self-service limit. This threshold varies by currency.

  • Manual quotes are available for supported currencies (including AED, AUD, CAD, CHF, CZK, EUR, GBP, JPY, MXN, NZD, PLN, SGD, USD) and apply to Conversions, Payments, and Forward Contracts.

  • You do not need to contact support unless you are unable to receive a quote after following the standard process.

Next Steps:

To request a manual quote, follow these steps:

  1. Enter Your Transfer Details:

    • Log into your OFX account.

    • Navigate to Payments.

image-20251106-041733.png

  • Click on “+Create Payment”.

image-20251106-042620.png

  • Enter the amount and currency for your transfer.

image-20251106-042709.png

  1. Trigger the Manual Quote Process:

    • If your transfer amount exceeds the self-service limit, you’ll see a message: “Amount exceeds self-service limit and requires a manual quote. Usually takes 1 minute.”

image-20251106-042804.png

  • Click the Request Quote button.

image-20251106-042853.png

  1. Wait for the Rate:

    • A 1-minute countdown will begin. The OFX Treasury team is notified and will source a rate for your transaction.

image-20251106-042949.png

  1. Review Your Quote:

    • If a rate is returned, it will be displayed just like a normal quote. You can proceed with your transaction.

image-20251106-043238.png

  1. If No Rate is Returned:

    • You’ll see a message: “We couldn’t retrieve a quote this time. Request a quote again, or speak to Customer Support for help.”

image-20251106-043344.png

  • You can try requesting the quote again or contact OFX Customer Support for assistance.

  1. If Issues Persist:

    • If the quote keeps failing, please call OFX directly. Our team will assist and escalate your request to Treasury if needed.

Why is this important:

Requesting a manual quote ensures you receive accurate, real-time pricing for high-value transfers. This process helps protect you from market volatility and provides transparency in pricing. For large transactions, you benefit from a human review by OFXperts, giving you confidence that your transfer is handled with care.

Related FAQ Articles:

Title
How do I request a manual quote?
URL Name
kb-3189441173-how-do-i-request-a-manual-quote
Payments