Zoe Financial

Sarah Miller

Guides for moving money and investments, including cash transfers, ACATs, rollovers, and recurring transactions.

Transfers & Transactions

Canceling A Transfer For Your Client

Initiating Cash Deposits for Your Client

Initiating Cash Withdrawals for Your Client

Troubleshooting Failed Deposits or Withdrawals

Submitting Cash Journals for Your Client

Submitting a Roth Conversion for Your Client

How Clients Add an ACH Relationship

Setting Up a Recurring Withdrawal for Your Client

Cash Transfers and Journals

Initiating ACATs on Behalf of Your Client

ACAT Statuses and Recommended Actions

Failed ACATs and Account Transfers

How Rollovers Are Conducted for Clients

Account Transfers and Rollovers

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