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Use the Contributions &amp; Withdrawals tab to track funds going in and out of an account (ie. transfer transaction types).

From the left-hand Main Navigation Menu &gt; click Business Management &gt; Carriers &amp; Institutions

Click the +New Institution button, select the desired Institution Type from the drop-down, and complete the New form.

1. From the left-hand Main Navigation Menu &gt; click Business Management &gt; Carriers &amp; Institutions
2. Click the +New Institution button, select the desired Institution Type from the drop-down, and complete the New form.
3. Click Save

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Contributions & Withdrawals

Add Transfer Companies