Transfer Management

Transfers apply when:

• A life event, such as death or divorce, results in the need to move an asset to a different account.

• An advisor moves to a different firm, requiring transfer of assets for those clients who choose to follow the advisor.

Related Concepts

Transfers

Mapping Your IDs to Corastone IDs

Endpoints

Create Transfer

Approve Transfer by Issuing Org

Request Transfer Remediation

Remediate Transfer

Allocate Transfer Assets

Request Transfer Assets Remediation

Remediate Transfer Assets

Complete Transfer

Cancel Transfer

Add Transfer Correlation ID

Remove Transfer Correlation ID

Getters

Get Transfer Details

Get Transfer History

Get Transfer Correlation IDs History