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How do I link a bank account to my ToledoTrade account?

Please complete the following steps if you would like to link a bank account to your ToledoTrade account for deposits and withdrawals.

Log in to Client Portal and select the Transfer & Pay > Fund Transfers You will want to select Deposit, the Currency and ACH Initiated by Us. You can then enter and save your bank information.

You will be asked to verify your bank in one of two ways:

Instant Verification (recommended): allows ToledoTrade clients the opportunity to have bank and account information verified instantly during the account set-up process.

  1. Select Instant Verification and click the Verify Bank Account
  2. Select your bank from the pop up window. Enter the login credentials for your bank and click Next.
  3. On the next screen, select the account you want to use at your bank. The Verify Account screen will present the details of the account you selected. Click Confirm.
  4. Verify banking information and click Continue.
  5. Confirm and Sign on the Next screen. Enter you electronic signature, your username and your password. Click Continue.
  6. You will then want to use your security code card or Handy Trader authentication to complete the process. You may now use this method for future deposits and withdrawals. If you would like to initiate a transfer you can go to Transfer & Pay > Fund Transfers, select Deposit and select that you want to use  previously saved bank account information.

Traditional (takes longer): sends two small test deposits to your bank account that you then want to verify in Client Portal.

  1. Select Traditional Verification and select the Bank Country and Bank Account Type.
  2. Enter the Bank Account Number and Confirm the Account Number Below.
  3. Enter the ABA routing number. You can also search by bank name but we recommend adding it manually.
  4. You will be asked to confirm your request via electronic signature and security token authentication.
  5. Within 1-3 business days, two random credits (deposits) each less than one dollar and a corresponding debit (withdrawal) will be issued to your bank account.
  6. Once you have these amounts, log back in Client Portal and from the notifications icon in the top right hand corner select Pending Requests. Select the Confirm Amount link adjacent to your instruction enter the credit amounts. Once you have entered the correct amounts, you may now use this method for future deposits and withdrawals. If you would like to initiate a transfer you can go to Transfer & Pay > Fund Transfers, select Deposit and select that you want to use  previously saved bank account information.
  • Jason Toledo
Jason Toledo

Jason brings more than 15 years of experience in online trading. Prior to starting ToledoTrade in 2019, Jason held senior and executive level positions at Scottrade, OptionsHouse and Zacks Trade. Jason is passionate about educating self-directed traders and is a leader and expert in the online trading industry.

See Why Our Clients Love Us*

I’m able to trade US stocks from NZ very inexpensively and they also have great software and great support. No complaints at all!

Lei Y
New Zealand
Rating: 5.0

I just started with ToledoTrade, and I was shocked at the service and pricing. The platform is user friendly and very custom to each trader’s needs. Much better than large companies.

John L
United States
Rating: 5.0

“High quality and high touch levels of support. Very responsive to any issues. No monthly platform or inactivity fees.”

Muzammil S
United Arab Emirates
Rating: 5

“Very patient and caring. Helps you with anything you need. Great place to do business!”

Mary K
United States
Rating: 5.0

“I highly recommend ToledoTrade! If it wasn’t for ToledoTrade I wouldn’t be where I am right now with my trading. They are very attentive to my needs and always go beyond what is expected of them. I highly recommend ToledoTrade.”

Jerry K
United States
Rating: 5

“You are recognized as a person at ToledoTrade. All questions are answered promptly and honestly. You will be a stress free investor.”

Kathie B
United States
Rating: 5

“ToledoTrade is simply the best broker. The commission fees that they charge for buying and selling stocks is very cheap. The trading app (Handy Trader) that they have is amazing. They provide excellent customer service. I truly recommend ToledoTrade for you.”

Fadi B
United Arab Emirates
Rating: 5
* Testimonials appearing on this site are not considered paid testimonials and are actual client submissions based on individual experiences or clients who have used our products and/or services. However, individual results vary and are not necessarily representative of all those who will use our products and or/services. These testimonials are in no way guarantees for future performance or success. The testimonials displayed are given verbatim except for correction of grammatical or typing errors. Some have been shortened. In other words, not the whole message received by the testimonial writer is displayed, when it seemed lengthy or or the entirety of the testimonial did not seem relevant for the general public. ToledoTrade is not responsible for any of the opinions or comments posted to our site.

Securities and futures offered through Gar Wood Securities LLC. Member FINRA | SIPC | NFA. Check the background of Gar Wood Securities LLC DBA ToledoTrade on FINRA’s BrokerCheck.

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Main HQ:
1250 E Diehl Rd STE 115 Naperville, IL 60663
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600 1st Ave N STE 314 St. Petersburg, FL 33701
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