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How do I add external investment accounts to transfer funds?


To add investment accounts to your accounts portfolio, perform the following steps:

1

From External Transfers, click Manage Accounts.

Image of steps one and two

2

Click Add a New Account.

3

From the Account Type drop-down list, click Brokerage.

4

From the Brokerage Account drop-down list, select the name of your brokerage from the available brokerages list.

Image of steps three, four and five

5

Click Next.

6

Enter the required account information.

Image of steps six and seven

7

Click Next.

8

Review the Activate Your Account using Test Deposits information and then click Start to begin the trial deposit process.

Image of step eight

9

On the Test Deposits Have Been Sent window, click Done.

Image of step nine