Table of Contents

Managing my account

Can I transfer between goals?

You can transfer between two individual investing goals, between two joint investing goals, or between an individual investing goal and a joint investing goal—each once per day. Transfers between goals typically take 1-2 business days to complete. You can transfer between an individual investment goal and your individual Cash Reserve, or between a joint investment goal and your joint Cash Reserve—up to 5 times per day. These transactions generally take 1-2 business days to complete. Within ...

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