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:

1. 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.
2. Select Yes to use previously saved Bank Information.
3. Enter the amount you would like to transfer.
4. Select whether you would like this to be a recurring transaction or not.
5. Click Continue. You can view the status of the ACH Transfer under View Transaction History.

 Please note that ACH Transfers are held for four business days from the date of receipt of the transfer. If you would like a faster method to fund your account, please see How to deposit via a wire transfer?