Can I transfer funds from one milestone to another?

Absolutely! Please note you can't transfer funds from or to an IRA from or into another milestone. Sign into your dashboard and click Funding from the top menu

  • Choose Transfer Funds
  • Click the icon for the Milestone you want to Transfer From. This will move it to the "From" box
  • Click the icon for the Milestone you want to transfer the funds to. This will move it to the "To" box
  • Click "Transfer Funds" and enter the amount you want to transfer
  • Click "Review Transfer"
  • Confirm the information and click "Confirm Transfer"

 This will be processed in 1-3 days

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