How to Initiate Cash Deposits for Your Client
Log into app.zoefin.com
Search for the client or account you would like to create a deposit for. This can be done in the "Clients" section of your Dashboard.
From the account or client page view, click "Transfer Funds" in the upper right hand corner
Click "Transfer Funds" in the upper right hand corner
Click "Cash Deposit"
Select "ACH (Instant Transfer)"
In the "To", select the intended receiving investment account
In the "From," select the intended delivering bank account
Input the corresponding deposit information, click next
If this is an IRA, you will need to select the contribution type
If you would like to set up recurring deposits for your client, you will indicate the frequency and starting date at this screen
Review and submit the deposit
Please Note: An ACH relationship must be established already or the client must have previously connected a bank account to the platform via our “Connect Accounts” process for you to be able to initiate a deposit.
If you need any additional assistance, you can contact your Zoe relationship manager or the Zoe Client Success team at [email protected] or 646-264-4449.