How Can I Transfer Funds On My Managed Account Portal?

To transfer funds between your accounts, first, login to your managed account portal through the link below:

https://www.equiticlients.com

1. Click on the "Transfers" tab from the top of the page.
2. Click on "Internal Transfer".
3. The transfers window will appear, and you can choose the accounts you wish to transfer the amount between and click on submit.
4. After clicking "Submit", the transferred amount will reflect on your accounts page.