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Wallet Management

  • View Wallet

    1. Login to your account   2. Make your way to the wallet by clicking on your name in the upper right-hand corner on the navigation bar and select Wallet Management from the dropdown menu.  If using m...

  • Update Bank Account

    1. Access your account and visit the Wallet Management tab located in the left-hand menu in the account portal. Locate your linked bank accounts below your wallet.  2. Either Remove a linked bank acco...

  • 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 Fu...

  • Withdraw Funds From Your Wallet

    Please note funds transferred from your Connect Invest wallet to your chosen financial institution can take up to 7 business days to process. 1. Access your account and visit the Wallet Management tab...