Client-led Cash Transfer Request (Fidelity)

Client-led Cash Transfer Request (Fidelity)

Clients with Fidelity accounts can request a cash transfer through the Client Portal if this feature is enabled.

Client Request Process

The process is begun from the Client Portal. The following steps describe inititating a cash transfer request from the client perspective:

  1. From within the Client Portal, click Transfer on the left side navigation.
  2. Click Request Cash Transfer in the Cash Transfers box.
  3. Select the Account to transfer and the type of transaction, Deposit or Withdrawal.
  4. Select the bank account to transfer cash to/from. If a bank account has not yet been added, this will need to be completed first.
  5. Set the Start date, Amount, Frequency (one time or recurring interval), and enter a Transfer Memo.
  6. Click Next.
  7. Confirm the information entered and click Submit.

The client is prompted to sign the submission forms and the request is passed to Fidelity.

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