The Funds Transfer page allows you to securely and efficiently transfer money to and from your accounts. Accounts with established ACH profiles will appear in the From and/or To dropdown menus. You can also transfer money between two Raymond James accounts. Simply select the From and To accounts and click Next. Then enter in the dollar amount and select an effective date. You have a chance to review the transfer before submitting.
You can view both pending and historical transfers established by you or your advisor. You can also edit the names of the external accounts on the Manage Accounts tab.