If you've submitted a transfer request and need to make changes – or if your advisor has initiated a transfer on your behalf – this guide will walk you through how to cancel, edit, or approve a transfer on the Zoe Wealth Platform.
When You Can Cancel or Edit a Transfer
You can edit a transfer only if the status is one of the following:
Draft
Scheduled
You can only cancel a transfer if it is already in progress, but you cannot edit it
In Progress
Once a transfer reaches the Finalizing stage, it is actively being processed and can no longer be modified or canceled through the platform.
How to Cancel a Transfer
If a transfer is already in progress:
Log in at app.zoefin.com
Click "Account Activity" from the left-hand navigation
Navigate to the "In Progress" tab
Find the transfer you’d like to cancel
Click the three dots (•••) on the right-hand side
Select "Cancel Transfer"
You’ll receive an email confirmation once the transfer has been successfully canceled.
How to Edit a Transfer
If a transfer is in Scheduled or Upcoming status, you may be able to make certain changes, including:
Transfer date
Transfer amount
Tax withholding selection (for retirement distributions)
To make edits:
Log in at app.zoefin.com
Go to "Account Activity"
Navigate to the "Upcoming Transfers" tab
Click the three dots (•••) on the right of the row
Select "Edit Transfer"
Make any necessary updates and re-save the transfer
Edits can only be made if the transfer has not yet reached the "Finalizing" status
How to Approve a Transfer
In some cases, your advisor or the Zoe team may initiate a transfer on your behalf. If that happens, you will be prompted to approve the transfer before it can be processed.
To approve:
Log in at app.zoefin.com
Click "Account Activity"
Go to the "Transactions" section
Locate the pending transfer
Click to review and approve the request
This ensures that nothing is moved without your full visibility and consent.
If you're not sure about the transfer status, or you're unable to cancel, edit, or approve a transfer, our Client Success team is here to assist. Contact us at: [email protected] or 646-264-4449.