Initiating Deposits/Withdrawals
For a deposit, navigate to the Portfolio page and under the Investable Balance there will be a Deposit Funds button. Select the button, select the bank account the funds are coming from, and the amount – once submitted the investor will receive a prompt that a deposit indication has been made.
For a withdrawal, there will be an option underneath the Deposit Funds button reading: Withdraw funds. Select this option, select the bank account the funds are being sent to, and the amount – once submitted the investor will receive a prompt that a withdrawal request has been made. Please note, you will not see a link to withdraw funds if your account balance is $0.