At this time, you can add the following accounts to your Transfer Funds Portfolio:
Checking accounts and savings accounts held at any commercial bank or credit union nationwide that are able to accept ACH transfers. Contact your institution if you’re not sure.
Investment accounts held at online brokerage firms. We currently have access to most of the nation’s largest brokerage companies.
Please note that accounts held at this financial institution will be auto-enabled for this service. All your other external accounts will require you to complete our simple account ownership verification process.