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Making your first deposit
Making your first deposit

If you haven't opened an account with yet, you'll need to do so to make a deposit.

Lauren Brose avatar
Written by Lauren Brose
Updated over a week ago

If you have not done so, please download the app:

Once you’ve installed and open the app, you will be guided through the process of connecting your bank and making an initial deposit.

Once your bank account is confirmed, you can make the deposit to your portfolio.

Follow these simple steps to do so:

  1. Open the app

  2. From the home screen, tap Add Funds

  3. Type in the amount you want to deposit (it must be at least $100)

  4. Select from the following choices: AI Portfolio, DIY Portfolio or Cash Portfolio

  5. Tap Continue

Keep in mind that the transfer process takes 3 to 5 business days complete while the bank confirms your account details. Not to worry –we’ll send you an email when the funds are available to invest.

Still have questions? Contact our support center by messaging our chatbox or emailing us at [email protected].

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