Funding Tab

Link a banking account and transfer funds

Funding Tab Overview

The main purpose of the funding tab is to enable traders to deposit and withdraw funds to/from their banking accounts.

However, before you can proceed to deposit or withdraw funds, first establish an ACH relationship between Digital Advisor and your banking account. To do so, click Choose bank.

This will re-direct you to the banking selection page where you can select a previously linked banking account or link a new one by clicking add a new at the top.

Linking a New Banking Account

When you initiate linking of a new banking account, Digital Advisor will prompt the Plaid view that allows for easy and convenient establishment of ACH relationships. Click Agree.

Next, select your bank from the list of available banking institutions:

Next, specify your credentials and click Submit:

Select the target banking account and click Continue:

Shortly after the new ACH relationship will be established and you can proceed to deposit and withdraw funds.