---
title: How do I internally transfer funds between my accounts?
description: Help Center
---

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# 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.

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