How do I transfer funds to/from Team Members?
Noah Reid avatar
Written by Noah Reid
Updated over a week ago

Manually transfer funds

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 top of the page.

Automatically transfer funds

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


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