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 with $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:
- Minimum Transfer: $100
- 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:
- Step 1: Go to Profile → Manage Bank Account
- Step 2: Remove your existing account
- Step 3: Reconnect your new bank via Plaid.com
Note: Only one bank account can be linked at a time.