Brokerage Engine Support

Overview of Transfers


In this article, we'll review Accounting Transfers in the System. For your convenience, three resource types are available: 

Quick Reference:

Click here to download this Quick Reference section as a printable PDF. 

Guided Demonstration:

Click here or the image below to view a guided demonstration regarding Accounting Transfers (opens in new tab).

Video Example:

For a complete video walkthrough that provides an Overview of Accounting Transfers, watch the below video. 

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