Entering a Mutual Fund Transfer Order
To enter a fund transfer order
1. Follow the procedure Viewing Order Information.
2. Click 
. The Order Entry dialog appears.
. The Order Entry dialog appears. 3. Click the Mutual Fund tab. The Order Entry Mutual Fund dialog appears.
4. Select Transfer from the Action drop-down list. The screen changes colour and the mutual fund transfer fields appear.
5. Enter information in all the fields, as described in the following table, then do one of the following:
a) If you want to submit the order right away, click the Submit Now button.
b) If you want to add the order to an order bundle, click the Add to Bundle button. The order can now be viewed, edited or submitted with other orders in the Bundle tab.
6. To cancel your order entry without submitting, click Close.