How do I withdraw funds using Open Banking?

Before your first withdrawal you will need to Verify the bank instruction. To verify your bank instruction and withdraw funds:

1. Login to Client Portal
2. Select Transfer & Pay followed by Transfer Funds and Withdraw Funds.
3. Click the tile with your new linked bank titled “Local Electronic Bank Transfer” and showing a “Verification Required” flag.
4. A verification screen will populate. Click Verify.
5. Review the information and fill out any necessary fields. Once finished, click Save Bank Information.
6. On the next screen, enter your Interactive Brokers account login information.
7. Once complete, your bank instruction can now be used for withdrawals. Go back to Transfer & Pay followed by Transfer Funds and Withdraw Funds.
8. Click the tile with your new linked bank account as a saved bank instruction to begin the withdrawal process.

Additional Information

• How do I link my bank account via Open Banking?