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Can I make changes to my account portfolio after the initial setup?
Yes. You can easily add or delete external accounts at any time.
Thu, 6 Feb, 2020 at 6:29 AM
How do I add investment accounts to my Accounts Portfolio?
An investment account is the cash account (usually a money market account) that you hold at your brokerage. This is where your brokerage holds the funds you...
Thu, 6 Feb, 2020 at 6:30 AM
How do I find my account number?
You can find your account number on your account statement or on your check in that same row of numbers where you found your 9-digit ABA Routing/Transit num...
Thu, 6 Feb, 2020 at 6:31 AM
How do I get started adding accounts to my Accounts Portfolio?
To get started, click the Add a New Account from the Transfer Funds screen. Follow the prompts and the name of the external financial institution should pop...
Thu, 6 Feb, 2020 at 6:32 AM
How do I identify the ABA routing number for my account?
On your checks you'll see a printed row of numbers at the bottom of your checks. The ABA routing number is usually a 9-digit number found at the bottom...
Thu, 6 Feb, 2020 at 6:35 AM
How do I sign up for Funds Transfer?
To complete the sign-up process, just complete the following simple steps. Accept the User Agreement: Login to Home Banking and click Transfer Money then ...
Thu, 6 Feb, 2020 at 6:36 AM
What if my brokerage doesn't appear on the "Available Brokerages" list?
Unfortunately, if you don't see your brokerage in this list, you won't be able to add accounts held at that institution to your Funds Transfer por...
Thu, 6 Feb, 2020 at 6:36 AM
What is an ABA routing number?
The ABA routing number is an identification number assigned to each financial institution and each branch office. Larger institutions may list several routi...
Thu, 6 Feb, 2020 at 6:39 AM
Why doesn't the search or alphabetical list produce a match for my outside financial institution(s)?
Your search may not be successful if you've included an abbreviation in the search criteria, or entered the institution name in a way that's inco...
Thu, 6 Feb, 2020 at 6:40 AM