Tools & Resources
Overview Tour
KAM Funds Transfer
Clients are able to transfer funds in real time through the KAM module between master and sub accounts and master and non master accounts.
Funds Transfer Selections
"A From or To option would be selected for each sub account along with a transfer amount. Transfers must be executed by 7 PM local time to be a same day transaction. Any requests after this cutoff are executed on the following business day. Only available funds may be transferred."
Funds Transfer History
"From the Funds Transfer History Report between Master and Sub Accounts page, historical transfers may be reviewed by selected accounts and dates. Reports are available for transfers between master accounts and also between master and sub accounts. 45 days of historical information is available for each transfer."
