The first step is to already have a linked bank account. Click here if you don’t already have a linked bank account.
You can complete the following steps if you already have a linked bank account:
- Log in to Client Portal and select the Transfer & Pay > Fund Transfers. You will want to select Deposit, the Currency and ACH Initiated by Broker.
- Select Yes to use previously saved Bank Information.
- Enter the amount you would like to transfer.
- Select whether you would like this to be a recurring transaction or not.
- Click Continue. You can view the status of the ACH Transfer under View Transaction History.