This video demonstrates how to schedule a transfer between two accounts in the Voyant Software.
Transcript
Today I’m going to show you how to schedule a transfer between two accounts in Voyant AdviserGo.
I have a plan open for Naomi and Curtis Mullins. In this plan, they have both a General Investment Account and a General Savings Account. I want to transfer money from the savings account into the investment account.
To do this, I’ll click on the Savings Account, go to the Transfers screen, and click Add Transfer.
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I’ll select Transfer From this savings account into the General Investment Account.
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I’ll specify an amount of $10,000. This is a present value, so it’s not subject to inflation.
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It will be a one-time transfer, so I’ll set Recurring to No.
Next, in the Timing screen, I’ll create an event for this transfer. I’ll set it to occur at age 43 and name it Transfer to Investments. I’ll select this as the Start Event and click Done.
Once complete, the transfer is scheduled. I’ll click Done to exit.
To ensure everything was entered correctly, go to Details → Year View, scroll to the year the transfer is set to occur, and click on the Investments tab.
Here, you can see the contribution has been scheduled for the correct year, and the corresponding withdrawal from the savings account has been applied. You can also expand all to see a more detailed description of transfers in and out of these accounts.
And that’s all there is to scheduling a transfer in Voyant AdviserGo.