Transfer & Pay

Instructions

This section describes how to use the funding functions in the Portal system. Transfer & Pay lets you check the status of your deposits, transfers and withdrawals; enter deposit notifications; set up withdrawals; and create bank instructions for fund and position transfers, settlement instructions for cash and position transactions, and recurring instructions for recurring transactions.

To navigate to this page, follow the steps below.

  1. Click the Transfer & Pay tab at the top of your page.

    • Alternatively, click Menu in the top left corner > Transfer & Pay

Topics include:

 

Additional Resources