Navigate to the action menu on an account and select Internal Transfer to transfer cash between accounts. (the example below shows a transfer between holdings account and the same owner).
Click the button Cash.
Click the button to select an account
The list is filtered to show only the account that is owned by user. To view other account remove the filer in Owner.
Enter the amount that should be transferred. You can click the + and view the fields settlement date and value date. By default, the checkbox “Execute order immediately” is checked and which means that the order and transfer will be finished immediately. Click Confirm.
The transfer order is now finished and can be viewed under on the account overview, on orders in the account overview, Internal Transfers, or navigate to Order Management > Transfer Orders > Internal Transfers.
