How do I edit my investment funding account?

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

1. From your Brokerage tab, 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.