Portal - Transfer Money Out Function

The Transfer Money Out function is used to transfer money out of the investment fund account into a selected bank account.

1. Navigate to the Transfer Money Out option under the My Funds menu:

2. This will redirect you to the main Transfer Money Out screen that displays the Account No and Start Date at the very top:

3. The Amount to transfer out is a numerical field with a 21 character limit that allows you to input the number (in $) that is going to be transferred out:

4. The Transfer to Bank Account is a drop down list of all associated bank accounts that are linked to the investor’s fund account:

5. If the Manage Bank Accounts option directly underneath is selected, it will then expand in order for you to add a different bank account number to the list of bank accounts:

6. This will display the Account holder field which needs the name of the person/company who owns the bank account and the BSB/Account no fields allow you to add the BSB number e.g. 123456 and the Account number e.g. 123456789:

7. The next step is to enter the security Answer to the security question that was initially created for the investor:

8. The clicking of the button will allow you to proceed further and transfer the money out of the fund account.

9. A confirmation prompt will then appear asking if you want to transfer the specified amount out of the fund account NOTE: Selecting Yes will proceed further while selecting No will take you back to the Transfer Money Out screen:

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