Current Clients | Funding Your Account | Knowledge Base
Funding Your Account
What should I do if my bank isn't listed on the Plaid system?
If your bank isn't listed on the Plaid system, you can fund your account with a wire transfer. Please see the wire transfer instructions for details.
How long does it take for funds to clear?
Transfer generally take 1-3 days to show up in your account.
How do I withdraw funds from my account?
You can set up an ACH relationship or submit a wire request to withdraw funds. Click here to access the forms.
What is the difference between an ACH and a wire transfer?
Wire transfers typically take 1 business day, whereas ACH transfers typically take 1-3 business days. ACH transfers have lower fees and are simpler to initiate once an ACH relationship is established.
How do I process an ACH transfer?
Find the appropriate ACH transfer form here, fill it out, and send it to our cashiering department.
How do I process a wire transfer?
Find the appropriate wire transfer form here, fill it out, and send it to our cashiering department. Please note that we do not proccess third party wires.
How do I fund my account?
After your account is approved, you will receive an email with funding instructions that are specific to your account. If you would like to add funds to an existing account, you can find the appropriate ACH and wire transfer forms here.