1. Search for a specific client in the Quick Search bar at the top of the dashboard or use the Full search function.
2. Once the client has been selected, click Transfers on the vertical menu.
3. You will land on Transfer in on the horizontal menu.
4. Select Transfer all or Transfer specific assets.
5. Select the Provider name from the drop-down menu.
- Cost base template
- Transfer form
Forms are available in the Literature Library.
A notification will appear in the Alerts – Information widget of the Adviser Dashboard once the transfer in has been successfully completed.