Compass

Money movement request

Before getting started, here are some things to know.

  • Ensure there are cleared funds in the sending account

    The Wrap cash account needs sufficient cleared funds for the request.

  • You’ll need to provide every account number involved

  • Confirm a family relationship between accounts

    A family relationship must exist between sending and receiving accounts.

  • Received funds will be held in cash

    Any investments will require further instructions.

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