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Add Funds to Your Wallet

  • Funds transferred from your chosen financial institution to your Connect Invest wallet can take up to 7 business days to process.
  • Please allow up to 15 minutes for our system to display the Pending Funding Balance
  • Transfers greater than $25k, will be processed in increments of $25k or less, to total the requested amount
  • The minimum investment is set at $1000 for all offerings


1. Access your account and visit the Wallet Management tab located in the left-hand menu in the account portal.


2. Select Add Fund in the Wallet section.


3. Select the bank account to withdraw funds from, enter the amount you would like to add to your Connect Invest wallet, and select Add Funds. 


4. Once you see a success message appear, you may return to Wallet Management. In the Wallet section, the Pending Funding Balance will reflect the amount you just added. When the transaction has cleared, the funds will become available in the Wallet Balance.


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