Investment Transactions - The Episcopal Diocese of Northern California

Instructions for Transactions

The Diocesan accounting department works together with the E&MT Board of Trustees, the Episcopal Foundation of Northern California, and Union Bank to process all E&MT transactions (effective April 1, 2008).

Account Requirements

All accounts must maintain a minimum balance of $500 in each fund open within the account. If a fund falls below this minimum, you must either deposit sufficient funds to bring it over $500, transfer the balance to another fund or account that meets the requirement, or close the fund and withdrawal the balance.

Click here to download the Account Under $500 Withdrawal/Transfer Form.

Setting Up New Accounts

The accounting department will facilitate the set-up of new accounts. Please contact Stephanie Moulton to start this process. In order to open a new account, minutes approving the new accounts must be provided.