Request for Payment Service

Instructions

Request for Payment allows you to make deposit requests directly from your brokerage accounts, then authorize the payments from your mobile banking app or other bank portal and trade.

  1. Click Transfer & Pay > Transfer Funds.
    • Alternatively, click Menu in the top left corner > Transfer & Pay > Transfer Funds.
  2. Click Make a Deposit and select the linked bank accounts in the Request for Payment Service program.

  3. Enter the deposit amount and select Create Deposit.

    Image of the request for payment service panel in Portal.

  4. Review and confirm the transaction and click Confirm.

    Image of the request for payment service review & confirm panel in Portal.

  5. Complete your deposit by approving the request in the banking app.

 

Additional Resources