If you’re a CIMB Clicks user in Malaysia, managing your favourite accounts for quick and convenient transactions is a breeze. Favourite accounts are those you frequently transfer money to or pay bills from.
By saving them as favourites, you can avoid the hassle of entering account details every time you make a transaction. In this article, we’ll guide you through the simple process of adding or deleting a CIMB Clicks favourite account in just three easy steps. You can perform these actions on either the CIMB Clicks website or the CIMB Clicks app.
Step 1: Log in to CIMB Clicks
The first step is to log in to your CIMB Clicks account. You can do this by visiting the CIMB Clicks website or using the CIMB Clicks app.
Enter your user ID and password, and then click on the login button. You may also need to enter a Transaction Authorization Code (TAC) sent to your registered mobile number for added security.
Step 2: Choose Pay & Transfer
In the second step, select the “Pay & Transfer” option on your CIMB Clicks dashboard. This is where you can manage your favourite accounts for various types of transactions, including transfers, bill payments, top-ups, and remittances.
Click on the “Pay & Transfer” icon on the website or tap on the “Pay & Transfer” button on the app.
Step 3: Add or Delete a Favourite Account
Now, in the third step, you can either add or delete a favourite account according to your preferences. CIMB Clicks offers two methods to accomplish this: “Quick Favourite” and “Manage Favourites.”
Quick Favourite
Quick Favourite is a convenient shortcut that allows you to save an account as a favourite right after making a transaction. For example, if you transfer money to a friend’s account, you can save it as a favourite for future transfers.
To use Quick Favourite, follow these steps:
- Select the type of transaction you wish to make, such as Fund Transfer, Pay Loans & Cards, EPF/KWSP, or Prepaid Top-Up.
- Enter the transaction details, including the recipient’s account number, amount, and reference.
- Check the box that says “Save as Favourite.”
- Confirm the transaction and enter the TAC if required.
- Your recipient’s account will be saved as a favourite and can be found under “My Favourites.”
To delete a Quick Favourite account, follow these steps:
- Select “Pay & Transfer” > “Manage Favourites.”
- Choose the tab labeled “My Favourite Transfers.”
- Select the payment type (CIMB, Other Banks, or Remittance).
- Tick the box next to the account you want to delete.
- Click on the trash bin icon at the bottom.
- Confirm your deletion and enter the TAC if required.
- Your recipient’s account will be removed from your favourites.
Manage Favourites
Manage Favourites is a feature that allows you to add or delete a favourite account manually. You can use this feature if you want to save an account as a favourite before initiating a transaction or if you need to edit an existing favourite account.
To use Manage Favourites, follow these steps:
- Select “Pay & Transfer” > “Manage Favourites.”
- Choose the appropriate tab, such as “My Favourite Transfers” (for transfers), “My Favourite Billers / JomPAY” (for bill payments), or “Top Up” (for top-ups).
- Click on the “+ Add Favourite” button at the bottom.
- Enter the recipient’s details, including their name, account number, and reference.
- Confirm the recipient’s details and click on “Request TAC.”
- Enter the TAC and click on “Confirm.”
- Your recipient’s account will be saved as a favourite and can be found under “My Favourites.”
To delete a Manage Favourite account, follow these steps:
- Select “Pay & Transfer” > “Manage Favourites.”
- Choose the appropriate tab based on your transaction type (Transfers, Billers / JomPAY, or Top Up).
- Tick the box next to the account you want to delete.
- Click on the trash bin icon at the bottom.
- Confirm your deletion and enter the TAC if required.
- Your recipient’s account will be removed from your favourites.
Conclusion
Adding or deleting a CIMB Clicks favourite account in Malaysia is a straightforward process that enhances your banking convenience. Whether you prefer using Quick Favourite for on-the-fly additions or the Manage Favourites feature for more control, you can save time and streamline your transactions effectively.
We hope this guide has been helpful to you. If you have any questions or feedback, please feel free to leave a comment below. Thank you for choosing CIMB Clicks for your banking needs!