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Add Funds Pipeline Overview

Learn how requests submitted through the Add Funds service module are processed, including EFT In, Contributions from Investment Accounts, and Transfers

This pipeline applies to the following requests:

  • EFT In
  • Contribute to Investment Account
  • Initiate a Transfer

The Add Funds Pipeline tracks requests submitted through Cash and Security Management → Add Funds. Tickets move systematically through pipeline stages, ensuring thorough reviews, secure processing, and timely completion.

Where to Find the Add Funds Pipeline

To access the pipeline and track the status of submitted requests:

  • Navigate to the ticket index page:

    • In the CRM, navigate to CRM > Tickets

  • To view the Add Funds pipeline, click the pipeline dropdown menu and select Add Funds.

You can view the tickets in the Add Funds pipeline in either board view or list view to track the progress, status, and assignments of requests.

Pipeline Stages Overview

Below are the pipeline stages and a high-level explanation of their functions:

  • In Review: Requests undergo initial validation and suitability checks. Depending on the submission conditions, reviews may include the assigned Portfolio Manager or Compliance.

  •  In Process: The Money Movement team submits approved requests to the custodian and ensures proper completion, including confirming receipt of funds.

  • Completed: Requests in this stage are either successfully completed, rejected, or cancelled. No further action is necessary.

Expected Timelines & SLAs

  • EFT In Requests: typically 2–3 business days
  • Contributions from Investment Accounts: typically 2–3 business days
  • Initiate a Transfer: typically 10–15 business days