Your request (1327159) has been received and is being reviewed by our support staff.
Cave Arnold Apr 27, 2024, 19:29 PDT
Please add an option to transfer the entire balance of a bank account. My plan is to calculate amounts to transfer into Taxable, IRA, Roth and Spousal Roth and deposit those amounts in different bank accounts. I will then sweep all the funds from those bank accounts once per week into the corresponding investment accounts.
Your request (1327159) has been received and is being reviewed by our support staff.
Cave Arnold Apr 27, 2024, 19:29 PDT
Please add an option to transfer the entire balance of a bank account. My plan is to calculate amounts to transfer into Taxable, IRA, Roth and Spousal Roth and deposit those amounts in different bank accounts. I will then sweep all the funds from those bank accounts once per week into the corresponding investment accounts.
Example
Cave Arnold
Software Engineer
(optimistic introverted stoic altruist)
Phone: (484) 548-4580
CaveArnold@gmail.com
“Plans are useless, but planning is indispensable.” - Dwight D. Eisenhower
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