Review Transfers

Money moved between accounts across the platform.

For admins

The Transfers tab on the Transactions page lists money moved between accounts across the platform — for example, funding an investment account from a wallet.

Transactions page on the Transfers tab
Transactions → Transfers.

What You See

Each row is a transfer between two accounts, with its amount and status. Use it to trace where funds moved and whether a transfer completed.

The Transfers tab is available on the standalone solution builds. If you don’t see it, your platform build may not include platform-side transfers.

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