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.
In the 'Bank Accounts' area 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:
Frequently Asked Questions
How do I delete a Bank Account once it has been added?
In the Bank Accounts main page you will see a 'View' hyperlink next to each account. Click it to access the full account details and click the 'Remove Account' button at the bottom to delete the account.
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 remove another bank account in order to add a new one.