When you use cash segregation, you can transfer segregated quantity and you can transfer segregated cash.
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- The Intrafund Cash Transfer panel allows you to move segregated cash from one custodian cash account to another within a portfolio. For details, see Transfer Cash within an Account.
- The IntraFund Cash Transfer Between Custodians panel allows you to transfer cash from one custodian bank to another custodian bank. For details, see Transfer Cash within an Account between Custodians.