Before you can deposit funds using Open Banking, you must first link a bank account. Please see: How do I link my bank account via Open Banking?
To deposit funds using Open Banking:
- Login to Client Portal
- Select Transfer & Pay followed by Transfer Funds and Deposit Funds
- Click the tile with your linked bank account.
- A screen will display confirming the bank account information. Enter the desired deposit amount and click Continue.
- You will be redirected to Plaid to review the deposit information. If correct, click Continue.
- You will be redirected to your bank app. Use the provided QR code to confirm within your banking app, or use the provided link to go to your bank’s website.
- Login using your bank credentials. Upon successfully logging in, you will need to confirm the deposit in your bank app.
- If rejected, you will receive a rejection screen within Client Portal. However, if successful, you will receive a deposit confirmation screen.