How do I link my bank account?

To link your bank account to your investment account please follow the instructions below:

  1. Head to 
  2. Open the "bank accounts" tab.
  3. Click the + above "Add new bank account"


If your bank is integrated with Plaid, search for your bank and login with your bank credentials.


If you cannot find your bank via "search", you can link your account by clicking "Link with account numbers" as seen in the screenshot below.

From there, enter the requested information. Soon after, you will receive "micro-deposits". 24-72 hours after these are received, you will see a "verify deposits" button in the "bank accounts" tab. Once you verify your deposits, your account will be linked and you will be all set to begin depositing and withdrawing funds.





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