Manage Transfer Requests

When transferring money from an account with an assigned investment advisor, a transfer request is automatically created that can be emailed or printed for the advisor. The investment advisor is set using the Advisor field on the account. Create, Copy, and Edit an Account has additional information about setting up an investment advisor. 

A transfer request can be emailed or printed to send to the investment advisor as a notification that the transfer is being made. Before printing or emailing a request, a transfer request template must be set in the site's templates; otherwise, any merge fields will not populate. 


 

To print a transfer request, navigate to the transfer request record and select the print option. A transfer request template must be set up in the system.

1. Navigate to the  Account Transfers page.
2. Click the ID of the Transfer Request.
   
    
3. Click Print Request in the left-side menu. 

A .pdf of the transfer request will display using the template set in the site's templates. Use the options available to download the .pdf or print it.

 

To email a transfer request to an investment advisor, navigate to the transfer request record and complete the email fields. A transfer request template must be set up in the system.

1. Navigate to the Account Transfers page.
2. Click the ID of the Transfer Request.
   
    
3. Click Email Request in the left-side menu. 
4. Enter the applicable Send Email information, and then click Send.
   
    

If there are multiple open transfer requests assigned to one or multiple investment advisors, transfer requests may be sent in bulk with email and print options. 

1. Navigate to the Account Transfers page.
2. In the left-side menu, select Print Unsent Requests or Email Unsent Requests.
   • Print Unsent Requests - Generates a single .pdf file with each transfer request letter sequentially based on the template set in site templates.
     • Use the options available to download or print the .pdf. 
   • Email Unsent Requests - Opens a page to customize the email subject and message before sending an email to the list of advisors shown in the Unsent Requests section.
     • After all changes are made, click Send to send the email notifications.
       

After transfer requests have been sent to investment advisors and have been marked as sent, they can be marked as complete in bulk.

To bulk complete transfer requests:

1. Navigate to the Account Transfers page.
2. Click Bulk Complete Requests in the left-side menu.
3. Enter a Post Date, and then check the box next to the applicable transfer requests.
   
    
4. Click Complete Selected, and then click Yes to confirm bulk completion.