How Do I Check The Status Of A Transfer?

1. Locate the client via Quick search or Full search.

2. Navigate to the vertical menu. Under Account, select Holdings.

3. Click Transactions on the horizontal menu.

4. Click Off-market transfers.

5. Filter the status by nominating Open. 

6. Select the expand button, under Account name, to see all assets being transferred. 

Under Status the progress of the transfer will be displayed.


Have any questions for us?

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