Add Bank Account
Step 1: Select your Name at the top right. Select Manage Profiles.
Step 2: Scroll until you find the profile you'd like to add a bank account to. If you have multiple investment vehicles with unique bank accounts, you'll need to add these bank accounts to each profile type.
Step 3: Select Add Payment Method to add a new bank account. Note the option to Edit or Delete an existing bank account in the list.
Fill out the information needed to set up the Bank Account. Note the required fields as indicated by red asterisks. Select Save once finished.
To set a Bank Account as the payment default, select the radio button under your available Payment Methods. You will get a message alerting you that the default bank account has been updated.