transferring cash from investment account to checking

Sam's Avatar

Sam

15 Jan, 2025 08:36 PM

When I try to transfer cash out of an investment account, I have no option of which account to transfer it to. I would like to transfer it to the checking account that is open.

  1. 1 Posted by dwg on 15 Jan, 2025 08:45 PM

    dwg's Avatar

    In the category field a list should appear you should be able to scroll to the top and select an account to transfer the funds to,

  2. System closed this discussion on 16 Apr, 2025 08:50 PM.

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