PROCEDURE

To transfer fund:

1.On the side menu select and navigate to the Transfers 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 side menu select and navigate to the Transfers tab and click on the Bank Transfer sub tab.

6.Select filter criteria.

7.Click View.