How do I deposit by RFP?

Q: How do I deposit by RFP?

FUND MY ACCOUNT Use the button above or follow the below procedure to create a deposit by Request for Payment (RFP) : Log in to Client Portal Select Transfer & Pay followed by Transfer Funds Select Deposit Funds If your account has a verified and linked bank account then you will select the linked bank account Enter the deposit amount (maximum limit varies by bank) Then select Request For Payment (RFP) Click on Create Deposit Acknowledge the request within 24 hours from your generic bank portal or banking mobile application Please note To have a verified and linked bank account, please follow the steps for connecting ACH instructions. See: How do I connect my account for ACH & RFP via Client Portal?

Question

Accepted Answer

FUND MY ACCOUNT

Use the button above or follow the below procedure to create a deposit by Request for Payment (RFP):

Log in to Client Portal
Select Transfer & Pay followed by Transfer Funds
Select Deposit Funds

If your account has a verified and linked bank account then you will select the linked bank account

Enter the deposit amount (maximum limit varies by bank)
Then select Request For Payment (RFP)
Click on Create Deposit
Acknowledge the request within 24 hours from your generic bank portal or banking mobile application

Please note

To have a verified and linked bank account, please follow the steps for connecting ACH instructions. See: How do I connect my account for ACH & RFP via Client Portal?