How do I edit my investment funding account?

You can change your funding account in just a couple simple steps.

1. Open the Cash Account tab for your cash account or the Auto Investing tab for your investments, then choose "Move Money" from the menu.
2. Choose the transaction you want to perform (scheduled transfer, deposit, withdraw)
3. Click "Change" next to your current funding account.
4. Choose the desired account and choose your transaction details.

⚠️ Important note: If you have a withdrawal in process, you will not be able to change your funding account until the withdrawal is complete.