Transferring your cash balance

You may have a cash balance if you sell any stock or ETFs or if you receive a cash dividend. You can transfer your cash balance to a linked depository savings or checking account if you’d like. To transfer your cash balance:

  1. Go to Your Portfolio
  2. Tap Cash Balance
  3. Tap Transfer to Account. If you haven’t previously transferred cash, then you’ll need to link a depository checking or savings account. To do this, tap on Link a Deposit Account. Select your bank from the list and log in to your account. Your bank may ask some security questions to ensure your identity. Once your account has been linked, tap on Transfer Cash. 

Transfers typically take 2-5 business days to show up in your linked account.

Was this article helpful?
17 out of 37 found this helpful