Manage bank accounts

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


 From 'Manage Bank Accounts' 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. 



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. 

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