T R A I N I N G GU I D E 8
Funding
The Funding section is split into two parts. Both parts must be completed to be added to the application. Funding
is made up of Funding Sources and Funding Directions.
In the Funding Sources section, you can currently select Check or Wire. Note that while Transfer is on the list, it
is not yet available.
After you select the delivering account, you can enter an account number. Then click outside the account number
box, and the Delivering Custodian field will become available. This field has a smart search. Type a few characters
of the sending custodian, and matches will start to display. If you do not find a match, you can select to create a
new one. Enter the name and address of the Delivering Custodian.
If the Delivering Custodian you selected is ACAT eligible, there is no additional information to provide, and the
transfer form will be eligible for e-signature along with the account application. If the Delivering Custodian is not
ACAT eligible:
