I'm opening an account. How do I set up an External Account for online funds transfers?
Setting up a new External Account is easy.
When you open your account, you get to choose whether you want to mail your funding check to us or send it online. If you choose to transfer the money online, you’ll set up your External Account at this time.
When you choose online funds transfer, a panel opens and asks for the amount of the transfer and your external bank account and routing numbers. (We show you an image of a check to help you quickly know which numbers to enter.) You’re then asked whether you want to make transfers from the account in the future. Say “yes,” and we’ll tell you about the two test deposits we’ll make into your account to make sure we have your information right and that you own the account. Once this process has been completed, you’ll see the External Account you’ve indicated in the drop-down list when you make future transfers.
