Login to app.zoefin.com
Select the client you would like to initiate an internal transfer for.
Click "Transfer Funds" in the upper right hand corner.
Select “I Want to Make a Roth Conversion” (underneath “Cash Withdrawal” option)
Ensure pre-populated “From” and “To” accounts are correct
Enter in amount to be converted
If entered amount is greater than amount that is available to transfer, a liquidation request will be generated upon submitting the conversion if a model is assigned
If entered amount is greater than amount that is available to transfer and there is no model assigned, the transaction will not go through
Add any tax withholding information if needed, click “Next”
Review the transfer and submit.
Note: Internal transfers submitted by advisors do NOT require client approval
If you need any additional assistance, you can contact the Zoe Client Success team at [email protected] or 646-264-4449.