Money Movement
SD
Money Movement
Transfers, distributions, and contributions across custodians
Net flows (30d)
+$1.86M
12 in · 4 out
5
Active transfers
2
Awaiting approval
$2.4M
Inflows YTD
Recent activity
5 items| Client | Type | Direction | Amount | Status | Updated |
|---|---|---|---|---|---|
| Diana Kapoor | ACAT in from Vanguard | In | $1,240,000 | In transit | 1h ago |
| Margaret & Robert Chen | RMD distribution | Out | $48,500 | Awaiting approval | 3h ago |
| Foster Household | Internal rebalance | Internal | $210,000 | Scheduled | 6h ago |
| Jennifer Chang | ACH contribution | In | $7,000 | Settled | 1d ago |
| Michael Rosenberg | Wire out — escrow | Out | $320,000 | Compliance review | 2d ago |