Why do I need to reconfirm my external bank account connection?
There are two reasons why you may need to confirm your external bank account connection:
- You’ve changed your login information with your bank.
When you update your login credentials (like resetting your password), our connection with your bank needs to be updated as well.
You’ll need to re-establish that connection. To do that, go to your User Profile, tap Manage your External bank account, and log in to your bank account with your new username and/or password.
- Security settings on your bank account have been updated.
When either you or your bank update your account security settings, it requires our connection with your bank to be updated as well. Examples of this are routine multi-factor authentication checks or a change in your bank’s security system.
To re-establish the connection, you may need to answer some security questions. To do that, go to your User Profile, select Manage your External bank account, and complete any necessary actions. In this case, you may also need to change the security settings in your online banking app or website to prevent this from happening in the future.
Related questions View all Security
Q. When will my trades get executed in my Smart portfolio?
Once your money has completed the transfer and arrived in your account, we’ll execute your trades. Typically, this takes 1-2 business days. Please note that a business day is Monday through Friday, excluding weekends and US market holidays. DISCLOSURES This type of account is a Discretionary Managed Account.…1
Q. Once I deposit money into my Smart portfolios, do I need to do anything?
Nope! We’ll handle the rest—this is smart investing, after all. You might want to consider investing (depositing money) regularly, though. That way your investments can grow through the magic of compound interest. DISCLOSURES This type of account is a Discretionary Managed Account.…0
Q. How much can I withdraw from my smart portfolio?
You can request a withdrawal from your smart portfolio for up to the total value of your Smart portfolio — minus any pending withdrawals. For example, if your Smart portfolio is worth $1,000, you can request a withdrawal for the full balance of $1,000 or any number up to $900.…1
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