Purpose
This guide provides step-by-step instructions for configuring an asset sale transfer into an investment fund client in AdviserGo.
Log in to AdviserGo and navigate to your Dashboard.
Select the asset you intend to sell in the future from the available assets.
Set Up the Transfer
Open up the asset and go to the Transfers section.
Click Transfers, then select Add Transfer.
Click Save & Continue to proceed to transfer details.
Assign Transfer Source and Timing
Under Transfer From, select the appropriate asset, and under Transfer To, select the appropriate Investment
Input the transfer amount in the Amount field.
Click Done to complete the transfer configuration.
Finalize the Transfer
Upon clicking Done, your transfer is saved and will occur during the timeline as configured. Review the Timeline and Savings dashboards to confirm this is reflected correctly.
Tip: Review your work in Year View under the Investments or Retirement Section in the year you have scheduled the Transfer to occur to ensure the transfer occurs as you are expecting it to.