How can we help you?

Can I fund my Holding from a brokerage account?

Last Updated:

You may transfer funds to your Verified Holding from a brokerage account; however, we cannot accept funds from a brokerage account to a Basic Holding.

 1dd741fd-1f5e-45d0-8784-261a73f1f7ae-7.png

Please contact our dedicated Relationship Management team for further information.

Was this article helpful?
34 out of 45 found this helpful

Related articles

Have more questions? Submit a request