|If money has been deposited in a Bank Account and now needs to be invested in Directly Held Assets or Contracts, the money needs to be re-allocated to the Trustee Account:|
To move the money into the Trustee Account, use the Re-allocate Contribution.
Complete the relevant fields:
Once completed, use the Reallocate to the trustee Account. Once this money has been moved, it can be allocated to the relevant asset:
The transfer from the Bank Account is the Internal line on this page. Now here, use the -Allocate Contribution.