Bulk Transfer Out and Transfer In

This functionality enables the bulk transfer out of selected accounts to a different product.

Go to the relevant instrument:

Available options are to create transfer instructions out and into another Product and/or employer

The transfer out and Transfer in instructions will be created and completed.

Alternatively, where no employer or product is selected, a transfer instruction out of the system will be created and completed.

The purpose of the Transfer out instruction can be set on the completed transfer out:

Last Updated on 2 years ago by Antoinette Van Meyeren