If you are a user of both Syfe's Managed Portfolios and Brokerage, and in the absence of a reference code, we will default to adding the funds to your Brokerage account to ensure timely receipt of your funds. Please be aware that due to certain limitations with some banks, even if you've indicated a reference code, it may not be reflected in the cash line we receive from our partnering bank.
Should you wish to allocate the funds to your intended Managed Portfolio, you can easily do so through the Brokerage homepage:
- Click on the 'Menu' icon in the top right corner.
- Select 'Manage Brokerage Funds.'
- Choose 'Withdraw Funds.'
- Reallocate funds to 'Syfe Wealth.'
By following these steps, you can ensure the correct allocation of funds according to your preferences.