To add a brokerage account, please follow the instructions below carefully:
- Select the "Add Bank Account" button in the center of the screen.
- Scroll to the bottom of the dropdown menu and choose, 'Do Not See Your Bank on the List?.'
- Click continue and please enter your brokerage account number in the account number field along with the ABA/Routing Number used to receive wires into your brokerage account.
- Upon completion please enter a dollar amount and you will be prompted to initiate another wire of at least $5, HOWEVER, do not do so as we already have your funds. Please ignore the new memo code generated.
*As brokerage accounts have unique wire instructions that include intermediary bank information, you MUST email us once you've added this account so that upon your confirmation and application of your wire, we can edit your bank details to reflect the proper instructions.*