Add External Accounts
Verify External Account Through Trial Transfers
To enable the account displayed below for transfers, read the directions below and click "Submit". If you click "Cancel" this account will appear on the "Overview" page under the "Accounts Requiring Verification" section. From there you can either verify the account or delete it.

Brokerage, Cash, xxxx5678


STEP 1: Receive Trial Deposits
After submitting your request below, our funds will be used to make either one small transfer into your account, or two transfers, one into your account and one out of it. The net effect will be to increase the balance the of your account or leave it unchanged.
STEP 2: Check Deposit Amounts
Within the next two business days after submitting your request, check your account statement online or inquire directly with your account provider to identify the transfer(s). The deposit transfer should appear as TRIALCREDT. You may also see one withdrawal from your account identified as TRIALDEBIT.
STEP 3: Confirm Deposit Amounts
You will receive an email notification asking you to return to the service to confirm the transfer amount(s). If the amount(s) entered by you match the amount of the transfer(s), the account will be enabled.

Choose "Submit" to initiate the Trial Transfers.