Log into app.zoefin.com.
Click "Transfer Funds" in the upper right hand corner.
Select “Cash Deposit”.
Select “Wire/Check Deposit”.
In the “To” section, select the Zoe account that the wire will be going into
For instructions on incoming wire transfers, select the “Wire Deposit” tab. For instructions on depositing checks, select the “Check Deposit” tab.
Review the instructions provided
These instructions can be provided directly to the institution that will be sending the funds via wire or check
If you need any additional assistance, you can contact the Zoe Client Success team at [email protected] or 646-264-4449.