At this time, you can add the following external institution accounts to your portfolio:
- Checking accounts
- Savings accounts
- Money Market Savings accounts held at any commercial bank or credit union nationwide that is able to accept ACH transfers and investment accounts held at any of our affiliated online brokerage firms
We currently have access to most of the nation’s largest brokerage companies, and we will be adding several major brokerages in the near future.
Please note: The accounts held at First Internet Bank will be auto-enabled for this service. All of your outside accounts will be required to complete our account ownership verification process.