Overview
The Transfer History button gives Revolution customers quick access to a stylized export of their manually created transactions--such as contributions and withdrawals--recorded in Swivel.
This feature provides a simple way to view and download a history of transactions you've entered, helping you reconcile data and maintain visibility into activity for your clients policies and accounts.
At this time, you will still need to manually enter contributions and/or withdrawals in Swivel if you’d like them to appear as line-item entries on the client’s Swivel Summary page.
📌 Note: The Transfer History feature is view-only. It does not allow you add, edit, manipulate, or import transaction data.
How to Export Transfer History
From the contact's page, navigate to the desired policy or account
Click the Transfer History button to download transaction entries into a .xls file
Best Practices
Use the Transfer History export to double-check that all manual transactions have been recorded
Maintain consistency between your Revolution travel history and Swivel entries.
Continue to record new contributions or withdrawals manually in Swivel to keep client summaries accurate and complete.