Linking a Bank Account to the Client Portal

Linking a Bank Account to the Client Portal

Bank accounts can be linked to a user profile in the client portal for quick access to cash deposit and withdrawal orders from the linked account.

Bank accounts can be added as part of the funding or transfer process if available, but can also just be linked seperately whenever you choose.

  1. Log in to the Client Portal.
  2. Click your initials in the upper right and select PROFILE.
  3. Below the Participants section is the list of currently Linked Bank Accounts. Select SET UP NEW BANK ACCOUNT at the bottom to begin.
  4. Give a name for the account to display in the client portal and then fill in all the required owner and institution fields.
  5. Click SAVE to commit your changes.

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