What accounts are eligible for the Funds Transfer service?
At this time, you can add the following accounts to your Transfer Funds Portfolio: • Checking accounts and savings accounts held at any commercial bank or credit union nationwide that is able to accept ACH transfers. (In other words, just about all of them. Contact your institution if you’re not sure.) • Investment accounts held at any of our affiliated online brokerage firms. We currently have accessibility to most of the nations largest brokerage companies, and we will be adding several major brokerages in the near future. We’ll keep working to expand this roster steadily in the months ahead. Please note that the accounts held at First Republic Bank will be auto enabled for this service. All your other external accounts will be required to complete our simple account ownership verification process.
