Interfund Transfer

Written by Nick Miles

Last published at: July 15th, 2019

Transfer money from one fund to another by using the Interfund Transfer feature.

  1. Select Funds from the Home page.
     
  2. Select List.
     
  3. Click the ID of the fund you want to transfer money from.
  4. Scroll down to the Assets window towards the bottom of the page. Identify the account balance that you want to transfer, and click Transfer.
  5. Select Switch to Interfund Transfer.
  6. Enter the To Fund (fund that the money is being transferred to), Transfer Date, a Description of the interfund transfer, and the Amount that you want to transfer.
  7. Click Transfer.