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

STEP 2. Click on Investing Accounts and then click the Investing Account you wish to link the bank to:

STEP 3. Click on the Edit button by the Distribution Bank Account:

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STEP 4. A pop-up window will display. Click on the drop-down menu to select the Bank Account that you would like to link to this Investment Account.

STEP 5. Click the Set Bank Account button:

This confirmation message will display:

To see the linked bank account with your investing account, click the Investing Account:
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