Port incoming funds trigger failed when balance is negative 🪲 : I sent a test amount of $20 to Cave's Pension Income port which triggered the incoming funds active trigger to transfer 100% to Wealthfront - Cave's Investment Cash account.
Rule Activity:
Amount deposited:
New Balance [Previous balance: -44 cents previously]:
Final Balance Alert shows $19.56:
Transfer Error Detail:
I suspect it tried to transfer $20 dollars and not the port balance of $19.56. The correction would be to always use the current port balance as the starting amount to transfer rather than the transfer amount presuming that all transfer rules transfer 100% of the balance to one or multiple target accounts/pods.
The -44 cents balance was the two micro deposits that PNC sent to use to validate the port account being linked. I already had the incoming funds transfer setup and Sequence transferred the amount prior to the sweep back of the 44 cents by PNC.
Port incoming funds trigger failed when balance is negative 🪲 : I sent a test amount of $20 to Cave's Pension Income port which triggered the incoming funds active trigger to transfer 100% to Wealthfront - Cave's Investment Cash account.
Rule Activity:
Amount deposited:
New Balance [Previous balance: -44 cents previously]:
Final Balance Alert shows $19.56:
Transfer Error Detail:
I suspect it tried to transfer $20 dollars and not the port balance of $19.56. The correction would be to always use the current port balance as the starting amount to transfer rather than the transfer amount presuming that all transfer rules transfer 100% of the balance to one or multiple target accounts/pods.
The -44 cents balance was the two micro deposits that PNC sent to use to validate the port account being linked. I already had the incoming funds transfer setup and Sequence transferred the amount prior to the sweep back of the 44 cents by PNC.
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