Adding a New Bank Account to Fund Investments

In order to better manage your financial transactions, you might want to add a new bank account to your existing investment portfolio. This guide will walk you through the process for efficient and seamless funding of your investments.

 

Step 1: Log into your Account

Access your account using your login credentials (username and password). If you can't remember your credentials, follow the instructions for password recovery from the login page.

Step 2: Navigate to 'Bank Account Details'

Once logged in, locate the 'Bank Account Details' section within your account settings or profile page.

Step 3: Click on 'Add a New Bank Account'

Find and click on the button or link labeled 'Add a New Bank Account'.

Step 4: Input Your New Bank Account Details

A form will appear asking for your new bank account details. Input all necessary fields including bank name, account number, branch address, and routing number. Be sure to double-check your information for accuracy to avoid any transaction issues in the future.

Step 5: Confirm Your Bank Account

Most institutions require you to confirm that you own the added bank account. This could be done by confirming small micro-deposits made to your account by the institution, or through other confirmation methods specified by the institution.

Step 6: Save Your Changes

After confirming your account, make sure to save your changes before exiting the page.

Step 7: Start funding your Investments

With your new bank account added and confirmed, you can now use it to fund your investments. When initiating a new transaction, select this account as your source of funds.

Remember, your account information is sensitive and should not be shared with others. Always log out of your account when you're finished to ensure your details are kept secure.

If you encounter any problems when trying to add a new bank account, please contact our customer service team for assistance.