Request for Payment allows clients to make deposit requests directly from their brokerage accounts. Clients can then authorize the payment from their mobile banking app or other bank portal and promptly trade with the funds.
- Click Transfer & Pay > Transfer Funds.
- Alternatively, click Menu in the top left corner > Transfer & Pay > Transfer Funds
Click Make a Deposit and select the linked bank accounts where the bank participates in the Request for Payment Service program.
Enter the deposit amount and select Create Deposit.
Review and confirm the transaction and click Confirm.
Complete your deposit by approving the request in the banking app.
Note: This feature is only available in Client Portal.