Funding your account and what happens next
Link your bank account through Plaid and transfer money from your dashboard, starting at $500. For an IRA, fund it through Equity Trust with a contribution, IRA transfer or 401(k) rollover, from $10,000.
Read More[CONFIRM] Yes, larger deposits can be sent by wire. Contact Investor Relations for wire instructions, and always confirm them by phone before sending money.
Read More[CONFIRM] CREB sets no fixed maximum, but Regulation A+ Tier 2 rules generally limit non-accredited investors to 10% of the greater of their annual income or net worth. Bank transfer limits may also apply.
Read MoreYes. You can link more than one eligible U.S. bank account through Plaid and choose which one to use for each deposit or withdrawal.
Read MoreYes. You can schedule automatic deposits from your linked bank, such as monthly, from your dashboard. Each deposit starts earning once it settles and is invested.
Read MoreInterest begins once your deposit has settled and the funds are invested. Bank transfers usually take a few business days to settle, and you'll see interest appear in your dashboard as soon as it starts.
Read MoreDeposits show as pending while the bank transfer settles, which usually takes a few business days. Interest starts once the funds settle and are invested. Weekends and bank holidays add time.
Read MoreGetting started