You can get to the Account Transfer page from either the Accounts or Funds page.
Click Transfer Money in the left-side menu.
Select which Fund is transferring money.
From which Account (eg. checking, investment account, etc.).
To which Account (eg. investment account, checking, etc.).
The actual Transfer Date.
A Description of why the money is being transferred.
The Amount being transferred.
Check the Create Transfer Check check box only if you need to generate a check to move the money - leave unchecked if it is an electronic transfer.
Click Transfer when done.
If an Account is not showing in the From Account or To Account drop-down list, you will need to go to the Account, edit the Account, and check the Manage Cash checkbox.
To view a history of fund transfers, click Balance Swap in the left-side menu of the Accounts page, then click Account Transfers in the left-side menu. Physical transfers will be shown at the top of the page with transfers completed via Balance Swap listed at the bottom of the page.