How do I make a deposit into a Managed Account?

George -

Adding funds to your account is easy and can be done directly from your app. To do so, start by going to your Managed tab. This will display all of your currently managed portfolios.


On your managed page, you should see a red "Add Funds" button next to your portfolio total. Tap on this to start the process.

From here, select if you would like this to be a "Recurring" or "One Time Deposit" at the top of the window, and then follow the instructions below. If you have already linked a bank account, you should be able to select it from the list. If you have not linked an account, the app will walk you through the steps to get it added into the system and linked to your account. 

When you are done, just press the large Add Funds button at the bottom and the process will start. If it is the first time you have used this account, you may see some paperwork appearing in your inbox so our Operations Team can properly set up the transfer for you. So keep an eye out! 

If you ever have any issues, please feel free to contact us at

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