How do I internally transfer funds between my accounts?

If you have multiple accounts with American Estate & Trust (AET) and would like to transfer funds between them, you can initiate an Internal Account Transfer directly through our online platform — as long as the accounts hold the same fund type (e.g., pre-tax to pre-tax or Roth to Roth). Transfers between incompatible fund types (e.g., pre-tax to Roth or into a 401(k)) are not permitted online and require additional documentation.

Note: Transfers into a Solo 401(k) account must be processed as a rollover and require supporting documentation. Please contact Support for assistance with this type of request.

Steps to Transfer Funds Online

1. Log in to the Online Portal
   Visit the AET online portal and log in using your account credentials.

2. Access the “Move Money” Menu
   From your main dashboard screen, click the "Move Money" button. This will open a menu with available transfer options.

3. Select “Internal Account Transfer”
   In the menu that appears, click "Internal Account Transfer" to initiate a transfer between your AET accounts.

4. Choose Source and Destination Accounts
   From the dropdown menus, select the:

   • Source Account (the account the funds will come from)

   • Destination Account (the account the funds will be sent to)

   ⚠️ Only accounts with the same fund type will be available for selection.

5. Enter Transfer Amount
   Type in the amount of funds you wish to transfer.

6. Review and Submit
   Click the "Review" button to verify your transfer details. If all the information is correct, click "Submit" to complete the request.

What Happens Next?

Once submitted, your internal transfer request will be processed. Most requests are completed within 1–2 business days. You can monitor the status of your request in the Transaction History section of your portal.