The Wealth Stewards Group

GUIDE: Funding Account - Transfer from POEMS Cash Balance (via Phillip MyWealth app)

Step 1

Login to your Phillip MyWealth app.
Under the “
Transfer” tab > Choose your account >
then choose “
Withdraw

Step 2

Select the currency and amount that you wish to withdraw.

Withdrawal Method: “Transfer to another account”

Account: Choose the account number you want to transfer to

 

Step 3

Purpose for Transfer Account: “Investing”

Value/Process Date: Choose the earliest date

Remarks: Leave blank


Next, type in your Password and click “Submit“.