This article covers how to initiate a transfer request of money from one fund to another fund. A fund to fund transfer refers to movement of a monetary amount between two active funds within The Signatry.

Users may request a transfer of money from one fund in which they hold a role to another fund where they have an active account role.

Users may also request a transfer of money from a fund where they hold a role to a fund at The Signatry where they do not hold a role. However, the Fund Name and Fund ID will be required to complete the transfer. If you do not know the Fund Name and Fund ID, reach out to someone holding a role on the fund you are requesting to "Transfer To" to find this information before beginning a transfer.

After logging in, navigate to the "Transfers" tab on the left navigation pane under the fund sub-menu. To start a transfer request, click on the "+ NEW TRANSFER" button in the top right.

In the popup box, ensure that the fund you want to originate the "Transfer From" is correct. Then, under the "Transfer To" dropdown, select "YOUR FUNDS" to choose a fund that you hold a role on, or an "OTHER" fund. (Note: If you only have a role on one fund, you may only select to request a transfer to an OTHER fund.)

Finally, type in the name of the fund and the Fund ID. Choose your transfer date timing, the amount you are requesting to transfer, and click "SUBMIT TRANSFER REQUEST."

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