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Zoe Financial
Transfers & Transactions

Transfers & Transactions

Guides for moving money and investments, including cash transfers, ACATs, rollovers, and recurring transactions.

Cash Transfers and Journals

Canceling A Transfer For Your Client
Initiating Cash Deposits for Your Client
Initiating Cash Withdrawals for Your Client
Troubleshooting Failed Deposits or Withdrawals
Submitting Cash Journals for Your Client
Submitting a Roth Conversion for Your Client

See all 8 articles

Account Transfers and Rollovers

Initiating ACATs on Behalf of Your Client
ACAT Statuses and Recommended Actions
Failed ACATs and Account Transfers
How Rollovers Are Conducted for Clients

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