Transfer & Pay

This section describes how to use the funding functions in the Portal system. Transfer & Pay lets you check the status of your deposits, transfers and withdrawals; enter deposit notifications and set up withdrawals; create bank instructions for fund and position transfers, settlement instructions for cash and position transactions, and recurring instructions for recurring transactions.

To navigate to this page, please take the steps outlined below.

1. Click the Transfer & Pay tab at the top of your page

   • Alternatively, click Menu in the top left corner > Transfer & Pay

Topics include:

• Transaction Status & History
• Transfer Funds
• Transfer Positions
• Saved Information
• American Express Card
• Direct Deposit/Debit
• Direct IRA Rollover
• IRA Transfer Methods
• Trustee to Trustee Notification
• Request for Payment Service

For more information, visit the Fund Your Account page on our website.

Additionally, view our Traders'Academy course for a short video and more information on this topic.