The advisor client must first connect their bank account. Once connected, the advisor can use the instructions on file to request a withdrawal on the client’s behalf.
More on information on ACH transfers can be found in our Users' Guide.
Can I set up an ACH withdrawal for my client?
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Can I change the username, account number or account type for a new advisor client application?
Can my Financial Advisor withdraw my funds?
Can an advisor create a deposit notification for a client?
I am a Financial Advisor. Why can't I see all or some of my client accounts when entering an IPO from the IPO Subscription page?