Our team can help with ACH, wires, checks, and internal transfers of funds. You can request a money movement for any client by going to their Household dashboard view.

1. From the Household Overview page, click on the Task button. Then select Ops Task.

   

   

2. Select Money movement from the list of requests.

   

3. Select the money transfer option you need to do, and click Next. Note that the information collected on the next step will vary based on the money movement request.

   <aside> ⚠️

   Please be mindful of the time between when you request a funds transfer and when the clients may receive the funds.

   • Wires: Can be received by the client within the same day if the wire is processed before 3pm ET (2:30pm ET for Fidelity)
   • ACH: Can be received by the client within the same day, latest the following afternoon, if submission is processed before 3pm ET
   • Check: Please let our team know if a check should be sent by overnight mail. </aside>

1. Follow the prompts to confirm the account type and account details the money transfer should be made from and to.

   <aside> 💡

   For the below ACH transfer example, you have the option to transfer funds from a MoneyLink account or Savvy managed account.

   • A MoneyLinked account can be set up by collecting a voided check from your client, after which we can send them the MoneyLink form to complete. Please ensure the MoneyLink has already been set up for your client if you select this option. </aside>

1. If you’re able to answer the optional text fields, please do so to ensure we transfer funds to the correct account.

   

2. Once you’ve filled out all the required account information, click Next.

   

3. If there’s insufficient cash for the money movement and cash needs to be raised in the account, please flag for the team by inputting details for a trade. For compliance purposes, be sure to verify how you received the funds movement request from your client.

   <aside> ⚠️

   Please be sure to include any time-sensitive notes for our team here, so that we’re aware of the client’s requested timeline of funds.

   </aside>

   

4. Be sure to review your responses before submitting the task request.