Use a withdrawal or transfer control only when it is shown for the selected scenario and accounts.
Record the instruction
Open Financial Insights and confirm Current Scenario.
Open Add Toggle / Strategy.
Choose the withdrawal or transfer control shown for the task.
Select the available account fields and enter the client-supported amount and timing.
Save the control.
Record its exact label, account selections, amount, timing, and on/off state.
In Details, record the matching rows for the affected years.