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Link an Existing Bank Account to an Investing Account
Link an Existing Bank Account to an Investing Account

How to link an existing bank account to one or more investing accounts.

Matthew Attou avatar
Written by Matthew Attou
Updated over a week ago

Step-by-Step Instructions:

Step 1. After logging into the Investor Portal, click on the 'Settings' tab:

Step 2. From the Settings screen, click on the 'Investing Accounts' tab. Then click on the 'Edit' icon next to the 'Linked Bank Account' field:

Step 3. A pop-up will appear with a drop-down menu. Choose the Bank Account that you would like to link to this Investment Account. Then click the 'Set Bank Account' button:

Step 4. Once that's complete, you'll see the new Bank Account listed with your Investment Account:


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