Help Center

Contents

Banking & Transfers

Deposits

💰 How to Add Money to Your Wallet:

Go to Portfolio → Wallet → Add Cash
Enter the amount and confirm

⏰ Standard Deposits

Deposits clear in 2–5 business days

⚡ Instant Deposits

Same-day processing
$1.99 fee (submit before 12 PM EST)

Withdrawals

💸 How to Withdraw Money:

Go to Portfolio → Wallet → Cash Out
Enter the amount and confirm
Funds arrive in 2–5 business days

Limits

📊 Transfer Limits:

min
Minimum Transfer:
$100
max
Weekly Maximum:
$100,000
⏳

New User Restriction:

Must wait 60 days before first withdrawal

Payment Methods

✅ Supported Payment Method:

🏦

ACH Transfers via Plaid.com

Secure connection to your linked U.S. bank account

📋 This method handles ALL transactions:

Funding investments
Adding cash to your wallet
Withdrawing funds

❌ Not Accepted:

Checks
Cash
Wire transfers
Credit/debit cards
Crypto payments

⚠️ Important: Each investment can only be funded using one bank account. Splitting a single investment across multiple payment methods is not supported.

Bank Connections

🔗 Connecting Your Bank Account:

⚡

Instant Connection

Link your bank account securely using Plaid.com

❌

Not Supported

Manual transfers, wires, and external payments

Changing Banks

🔄 How to Switch Bank Accounts:

1

Step 1: Access Settings

Go to Profile → Manage Bank Account

2

Step 2: Remove Existing

Remove your existing account

3

Step 3: Reconnect

Reconnect your new bank via Plaid.com

📝 Note: Only one bank account can be linked at a time.