How do I transfer funds to/from Team Members?

1. Navigate to Teams

2. In the sub-menu, select Manage Funds

3. In the drop-down menu in the header, select your desired Team

4. On the "Manage Funds" page, click Member Balances

5. In the "Transfer Funds" column, enter the amount of money you would like to transfer to the selected Team Member from the Team Balance

Note: use a minus sign "-" to transfer funds from the Team Member's Available Balance back to the Team Balance.

6. After the transfers have been entered, click confirm transfer at the bottom of the page

Automatically transfer funds

Click here to learn how to set up monthly recurring fund transfers.

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