Open topic with navigation

You are here: Transfer & Pay > Transferring Funds

Transferring Funds

The Fund Transfers menu lets you view the funds status of your account, and initiate deposit notifications, withdrawals and internal fund transfers. Specifically, you can:

In addition, you can:

ClosedWho can access the Fund Transfers screen?

You can access this page if you are a(n):

  • Individual, Joint, Trust or IRA Account User
  • Small Business Account User
  • Friends and Family Group Master or Client
  • Advisor Master User
  • Advisor Client
  • Proprietary Trading Group Master User
  • Broker Master User (master account only)
  • Broker Fully Disclosed or Non-Disclosed Client
  • Investment Manager Master User
  • Fund

For more information