The Wealth Stewards Group

GUIDE: Funding Account - Transfer from POEMS Cash Balance (via Desktop)

Step 1

Open your POEMS Desktop profile and click on “Acct Mgmt” at the top;

Followed by “Online Forms” on the left; 

Lastly “Withdrawal Form (New)”

Click here to access the POEMS login page

Step 2

Select the currency and amount that you wish to withdraw;

Next, Under “Method” choose “Transfer Into Account”;

Subsequently, under “Account” choose “UT wrap account with the corresponding account number”;

Type in “Investment” under “For the Purpose of:”;

Lastly, click “Submit”