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Financial Accounts

Financial Account Transfers
AUM Settings Insurance Products Settings Account Tax Types Advisor Commission Plans Managing Financial Accounts Financial Account Transfers Account Writing Advisors

Financial Accounts

AUM Settings Insurance Products Settings Account Tax Types Advisor Commission Plans Managing Financial Accounts Financial Account Transfers Account Writing Advisors

Financial Account Transfers

* Page referenced in this article: financial account transfers page.

You can transfer money from issued AUM accounts to any pending accounts. Open any issued AUM account's action menu and click Transfer Money. This will open the Transfer Money screen.

You can view the list of transfers that took place by clicking on the Transfer List button on the Financial Accounts page.

Undo Transfer

You can use the account transfers dashboard to undo any transfer.

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