November 3, 2022
May 11, 2023
Yesterday I called PT and asked what the process would be, to be able to pull funds from Hubert into PT. They sent me a secure ProofPoint email that gave me the form to fill in and I also took the banking information from off of the Hubert site. I filled the form in by pen and we signed it. Then I copied both forms into a pic format and used ProofPoint to email back.
A very easy and smooth transaction. And never left my home office.
Well done PT!!!