Manual Transfers

Cash Advantage gives your clients the ability to initiate one-time or recurring transfers from the checking account to the AssetMark Trust custodial account or vice-versa through Bancorp’s exclusive Funds Transfer tool. This is especially helpful when your client needs to invest funds prior to the automatic sweep or needs to make a large purchase and the funds are not available in cash in the AssetMark Trust custodial account. (Please note that manual transfers from the AssetMark Trust custodial account to the Bancorp checking account can take up to 5 business days to be posted to the checking account.)