STEPS

To transfer funds:

1.On the main menu select and navigate to the Withdrawal tab and click on the Bank Transfer sub tab.

2.Select the Portfolio and Bank Account from the dropdowns.

3.Enter the amount to transfer.

4.Click Submit.

To view history of bank transfers:

5.On the main menu select and navigate to the Withdrawal tab and click on the Bank Transfer sub tab.

6.Select filter criteria.

7.Click View.