How do I initiate a cash transfer into my AET account?

Transferring cash into your American Estate & Trust (AET) account is a simple process through the online portal. Follow these steps to initiate a transfer:

Step 1: Start a Transfer Request

1. Log in to your AET online portal.
2. Click the "Move Money" button.
3. Select "Transfer In" and click "Create New."

Step 2: Provide Custodian & Transfer Details

4. Choose or enter the name of your current custodian.
5. Select the sending preference (Fax, Email, or Mail) and provide the necessary contact information.
6. Choose the account type at your current custodian and enter the associated account number.
7. Select the account type opened with AET.

Step 3: Specify Transfer Preferences

8. Choose the "Method of Transfer" (Wire or Check).
9. Select the "Cash to Transfer" amount (All or Partial).

Step 4: Complete & Submit the Request

10. Download the pre-populated transfer request form.
11. Sign and date the form with a wet signature.
12. Upload the signed form for review.
13. Confirm the document contains a wet signature and click "Submit."

Once submitted, transfer requests are reviewed the following business day for processing. Ensure your current custodian has all necessary information to prevent delays. You should contact the current custodian to ensure the request has been received and is in good order.