Skip to main content
All CollectionsMoney Flows
Customizing Withdrawals
Customizing Withdrawals

This video provides an overview of the Money Flows section and demonstrates how to customize your withdrawal strategy.

Nancy Gates avatar
Written by Nancy Gates
Updated over a month ago

Please see this article to learn more about our Custom Withdrawal Feature where you have the ability to customize the order of withdrawals.

This video Demonstrates how to customize your withdrawal strategy per account per year.

Did this answer your question?