把钱
概述

支持主 > 把钱


把钱


Move money between your 申博菲律宾app 账户s – and to and from 账户s at other banks. You can safely control your money wherever you are using the 斯蒂尔财富追踪公司 mobile app or desktop app.


登录斯蒂尔财富追踪公司 下载申博菲律宾app财富追踪器

转移资金


内部转移


There is no fee to perform internal funds transfers. Account types that are eligible for internal transfers include:

个人账户
联合账户
个人及联合信托
When the trustee is solely authorized to transfer funds
有限责任公司
在你的社会保险号下
独资企业
在你的社会保险号下

外部转账


这个方便, 和自由, feature allows you to initiate requests to move money between your 申博菲律宾app brokerage 账户s and 账户s you hold at other financial institutions.

Learn More >

传输频率


Make one-time transfers between 账户s that will appear within the business day.

为将来安排一次转移. The transfer will occur in the morning on the selected transfer date. Funds will be deposited into the 账户 by 5:00 p.m. 在转移那天. Your 账户 value will not be updated until transfer occurs.

Recurring transfers can be set up 10 different ways from weekly, 每月, 或季度, 到一个月的特定日子, 和更多的.


转移资金常见问题



An internal transfer is a client-initiated request to move money from/to 申博菲律宾app brokerage 账户s.

To transfer funds from an eligible 账户, you must be an owner of the 账户.

在语句, the transfers will not indicate that they were completed through 斯蒂尔财富追踪公司. They will display like 申博菲律宾app Access or branch-initiated transfers.

Prior transactions can be viewed on the Manage Transfers page. There are tabs for Single Transactions and Recurring Transactions.

是的, your frequency selection will allow different timeframes for periodic transfers.

Same-day transfers will be completed within the business day. Specifically, if you initiate a transfer 9:00到9:00.m. 中午12点.m. 中科,将在下午5点前存入.m. 中科. 如果传输是在 12:00 p.m. 中科,第二天就可以完成了.

There is no fee to use the 把钱 – Internal and External – 转移资金 feature.

You cannot convert a connection at this time. If you would like to include that 账户 in your aggregated view, you can delete the external transactions connection, then go to Manage Accounts > 连接或搜索 先把那个申慱sunbet手机版联系起来. Once it's connected, it will appear in both your 关联账户 and your Transfers Funds 下拉s.

查看的完整步骤 Link an outside 账户 for aggregation then turn on money movement

The Enable Money Movement Link will not show in the Account Details under Manage Accounts > View 关联账户 .

是的, the Account Nicknames will show in the 下拉s to help you differentiate which 账户 you are 转移到/从.

  • 帐号/天数量:无
  • 每天的数量:无
  • 每月数量:无
  • Dollar amount per transaction: $20,000
  • 每个账户/天的金额:无
  • 每天的金额:没有
  • 每月金额:100,000美元

With the above limits we enable you to move $20,000 per transaction up to $100,000 per month 所有符合条件的账户.

No, you can choose to receive the secure access code by text message or phone call. 为了安全 purposes, text message or phone call are the only ways to receive that code: e-mail is not 一个选项.

You can add a Home Phone number to your Wealth Tracker profile under Settings in order to receive a 有安全访问码的电话.

Wealth Tracker does not facilitate transfers from one external 账户 to another. If you selected to transfer From an external 账户 then only 申博菲律宾app 账户s will be shown in the To 下拉. 外部转账 can be made from a 申博菲律宾app 账户 to an external 账户 or an external 账户 to a 申博菲律宾app 账户.

You can toggle individual 账户s on and off for money movement by editing the 账户 details within 相连帐户清单.

Manage Accounts > View 关联账户 then show all 账户s within the linked institution, and select Edit on the right side of the individual 账户 row. The details of the 账户 will show, and under Account Nickname there is an Enable/Disable Money Movement toggle.

Your institution does not support Plaid authentication to connect the 账户. 你可以通过 trying to link specifically as an Account for Money Movement Only. If your institution isn’t listed, then it isn’t in the Plaid database for money movement. We suggest you reach out to your institution to request that they connect with Plaid for integration. You can still link your 账户 manually:

  • 点击 Link an Account for Money Movement Only.
  • Add your 账户 number, routing number, and 账户 information.
  • Perform 账户 verification through micro 存款.

查看的完整步骤 Link an outside 账户 using 账户 and routing numbers with micro 存款.