Balance Swap

  1. Navigate to the Funds page.
  2. Select the Cash Balancing Fund.
  3. In the Balance Swaps Needed section, check the box next to each Fund with a balance that needs to be "swapped" or moved from one account to another. 
  4. Click Swap Checked Balances at the bottom of the page.
  5. Stay on the Cash Balancing page and scroll up to the Assets window. In the Assets window, click the Transfer button to Transfer the Assets to a different Account. 
    • The amounts calculated in the Assets window show how much to wire or move between accounts to complete rebalancing.

Note: You will need to contact your financial institutions to physically move money from one account to another.

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