Zoe Financial

Sarah Miller

How to initiate a cash or investments transfer, link a bank account, or find information on a transfer.

Money Movement

Checking a Transfer Status

Canceling/Editing/Approving A Transfer

General

How do I transfer investments from another institution?

401(k) Rollover Process

Account Transfers and Rollovers

How do I set up a recurring withdrawal?

Where can I find wire or check deposit instructions?

How do I connect a bank account to the Zoe Wealth Platform?

How do I edit a recurring cash deposit or withdrawal?

How do I make a cash deposit?

Cash Transfers

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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