Registration types supported for Move Money 

Registration types supported for Move Money 

The following account registration types are eligible for cashiering transactions through the Move Money tool:

Non-retirement Retirement
  • All tenants by entirety
  • Community property
  • Community property DBENE WROS
  • Community property w/ rights of survivorship
  • Company retirement account
  • Conservatorship
  • Custodial*
  • Designated beneficiary IN
  • Designated beneficiary JT
  • Education savings‡
  • Estate
  • Guardianship
  • Individual
  • Institutional Intelligent Portfolios® (IIP)**
  • Joint tenant
  • Life tenancy
  • Living trust
  • Organization accounts:
    • Charity non-profit
    • Charity for profit
    • Corporate
    • Doing business as
    • Investment club
    • Limit liability company
    • Partnership
    • Sole proprietorship
    • Unincorporated association
  • Pension trust
  • Tenants in common
  • Testamentary trust
  • Usufructory
  • Custodial Roth contributory IRA
  • Contributory IRA
  • Custodial IRA
  • Custodial Roth conversion IRA
  • Individual 401(k)*
  • Inherited IRA
  • Roth contributory IRA
  • Rollover IRA
  • Roth conversion IRA
  • SARSEP
  • Simplified employee plan (SEP)
  • Simple IRA

* Only incoming internal transfers (journals) can be processed through Move Money to these account types. 
† Checks and internal transfers can be processed through Move Money on these account types. They are not eligible for standing authorization (SLOA) usage through Move Money.
‡ Not eligible for eAuthorization
** Only checks, internal transfers (journals), and incoming ACH (MoneyLink) transactions can be processed through Move Money on these account types. They are not eligible for standing authorization (SLOA) usage through Move Money.