The Wealth Stewards Group

GUIDE: Funding Account - Transfer from POEMS Cash Balance (via POEMS 3.0 Mobile App)

Step 1

Open your POEMS 3.0 Mobile App;

Under the “Me” tab > Choose “Withdraw Funds

Step 2

Select the currency and amount that you wish to withdraw.

Method: “Transfer Into Account”

Account: Choose the account number you want to transfer to

For the Purpose of:Investing

Value/Process Date: Choose today’s date

Remarks: Leave blank