Follow the steps below to add or update a bank account to an existing investment account.

  1. After signing into the investor portal, navigate to Settings and then select the Investing Accounts tab. Select the investing account you would like to link a bank account to. Click on Edit (pencil icon), as shown in the example below.

  2. Choose the bank account that you would like to link to the investment account and click the Set Bank Account button.

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Follow the steps below to add or update a bank account to an existing investment account in Investor Portal 1.0.

1) After signing into the investor portal, navigate to Profile and then select the Manage Accounts tab. Select the investing account you would like to link a bank account to. Click on Edit, as shown in the example below.

2) Choose the bank account that you would like to link to the investment account and click the Set Bank Account button.

Next article: Add a new bank account on the investor portal

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