Difference between revisions of "Transfer and Payout"
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=='''Performing an Investment Transfer and Payout (IL200XFER)'''== | =='''Performing an Investment Transfer and Payout (IL200XFER)'''== | ||
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| + | In some cases an investor may want to transfer a portion of an investment to another established investment or a new investment, while withdrawing the remainder. This is the purpose of Transfer and Payout. The Transfer and Payout function enables you to specify the portions of an investment to be used for each purpose. Investments receiving transferred funds will typically be demand notes, as most term investment notes cannot receive additional contributions. | ||
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Revision as of 15:03, 21 February 2012
Performing an Investment Transfer and Payout (IL200XFER)
In some cases an investor may want to transfer a portion of an investment to another established investment or a new investment, while withdrawing the remainder. This is the purpose of Transfer and Payout. The Transfer and Payout function enables you to specify the portions of an investment to be used for each purpose. Investments receiving transferred funds will typically be demand notes, as most term investment notes cannot receive additional contributions.
