Manage Bank Accounts

Last Updated:

Clients may add up to 5 bank accounts to their holding. Client must have a bank account 'linked' to their Holding in order to process deposits and withdrawals via bank wire. 

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

 From here a client can view their already linked accounts or chose to add new ones. Clients may chose to link the following bank accounts to their Holding:

 

1. Personal

 

2. Brokerage 

 

Frequently Asked Questions 

1. How do I delete a Bank Account once it has been added?

In the Manage Bank Accounts main page you will see a 'Delete' red hyperlink next to each account. Click it and a prompt will ask you to confirm if you wish to delete. 

1dd741fd-1f5e-45d0-8784-261a73f1f7ae-8.png

 

2. I have exceeded my five bank account maximum, how do I add more?

There is no way to add more than five bank accounts. You will need to delete another bank account in order to add a new one. 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request