To link a Personal Bank Account or Personal Brokerage Account:
1) Select 'Bank Accounts' from the left-hand menu and then 'Link a Bank Account' on the right.
2) Select the currency, country of bank location and then 'Personal' or 'Brokerage' under 'Account Type'.
3) Add all of the bank account information required and when all information is inputted, confirm and link your bank account by pressing the 'Review details' button at the bottom of the screen.
(Note: if a box is not relevant simply type N/A instead).
Frequently Asked Questions
1. My bank uses a correspondent institution, where should I input that information?
-Any additional details/information regarding your bank account (such as correspondent banking details) should go in the last 'Other instructions' box.
2. Where can I find the requested bank account details if I do not know them?
-We recommend contacting your bank directly to attain all the relevant details.
3. Can I link a joint account?
-Yes, providing your name is on the bank account, we can link a joint account to your Holding. Please note that any bank account without your name on it cannot be linked.
4. I am unable to proceed to the next step after inputting all the details. Why?
- If a section is left blank you will be unable to proceed. (The incomplete section will be marked in red.) Either input the required information or enter in 'N/A' and you'll be able to proceed and save the account into your Holding.