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Checking a Transfer Status

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Written by Sarah Miller

Whether you or your advisor initiates a transfer within your account, you can keep track of that movement and see as it changes status.

How to check a transfer status:

  1. Log into your account at https://app.zoefin.com/

  2. Click into the "Account Activity" tab on the left

  3. At the top of the page, you will see any deposits or transfers that need to be approved

  4. For transfers that are already in motion, you will see those under "In Progress" or those completed in "All"

    1. The following details will be shown:

      1. Type of transfer

      2. Amount being transferred

      3. Status

      4. From: where the money is coming from (either another firm or your Zoe account)

      5. To: where the money is going to (either another firm or your Zoe account)

      6. Initiated Date: when this transfer initiated

Status Options:

  1. Canceled – transfer was canceled by the client or advisor

  2. Completed – transfer is done and money is in the account

  3. Pending Verification – requires you to approve the transfer

  4. Rejected – transfer was unable to go through (advisor/client success will reach out)

NOTE: most transfers can take anywhere from 5-7 days to be completed, if you have any questions about an active transfer (or need assistance initiating a transfer) please reach out to Zoe Client Support at [email protected] or 646-264-4449.

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