To add an investment account to External Transfers, select Add a New Account on the Transfer Funds or Settings page. Select the Account Type of Brokerage.
Step 1-Select a brokerage
Click on the name of your brokerage firm from the Available Brokerages firm list.
Step 2-Enter account information You will be taken to a screen asking for the information we need to verify the account at your brokerage firm. Depending on your particular brokerage firm, you may be asked whether or not you have check-writing capabilities for your account. If your account includes check-writing privileges, you will be asked for the ABA Routing Number that appears on your check.
Trial Deposit Verification: If Online Account Verification is not possible, you will be asked to complete our convenient Trial Deposit Verification process. See below for details regarding online and offline account verification.
If you successfully completed Online Verification, you will be taken to a page confirming that the brokerage account is ready to be used with the Transfer Funds Service. The brokerage account will also be listed as active on the Settings page.
If Trial Deposit Verification is required, you will be taken to a page where you will initiate the Trial Deposit process. The brokerage account will also be listed on the Settings page with a status indicated the account needs to be verified. Until the brokerage account is verified, it will not be available to be used in the External Transfers service.
Step 3-Adding additional accounts
To add additional accounts, simply repeat the above process.