Help Transfers
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How do I initiate a transfer?


Transfers to and from your Helium Investments accounts can be done online, by phone or in the app. There is no minimum amount to transfer and they are free.

Onetime Transfers

You can issue a one time transfer from the dashboard or on your mobile device. If you'd like, transfers can also be made by calling in to one of our investment advisors. One time transfers are issued on the same day, unless you change the transfer date.

Ongoing Transfers

It's easy to create ongoing transfers that match up with payday. We support daily, business daily, weekly, bi-weekly and monthly transfer schedules. They can be created from the dashboard or using our mobile app. You can also ask for advice about an ongoing transfer or create one by calling one of our investment advisors.