On: July 22, 2016 In: Deposits, Funding & Transfers, Most Common

Complete the following steps:

1. Log in to Client Portal and click Transfer & Pay > Transfer Funds.

2. Select Deposit for Transaction Type, specify your Currency, and for Method select ACH Initiated at Broker.

3. Enter a Bank Information Name and select Instant Verification then select Verify Bank Account.

a. To use instant verification, the name of your brokerage account must exactly match the name of your bank account.

b. By clicking Verify Bank Account, you agree to use a third party service to verify your bank information.

4. Select Get Started and locate your preferred banking institution to be verified.

5. Enter your online account credentials and continue through the prompts to verify and link the account.

6. Now that the verification process has been completed, you may submit ACH Deposits or Withdrawal requests via the Transfer Funds screen using your saved Bank Information. Future requests will include an amount and will move your funds.