We have a member withdrawing and I'm following the One
Minute Treasurer notes on how to do that. Things were
rocketing along until I came to this field, "Account: The
account used to fund the cash portion of the withdrawal"
field. What displays underneath is our broker's name and
balance.

Since this will be a full cash withdrawal and we have the
funds in our brokerage account to cover this, do I have to
somehow change the Account field from our brokerage to
"Member Withdrawals". If so, how do I change it... it won't
let me. There must be a "Bivio for Dummies" out there
somewhere. Thanks, Sherry