Can I link my bank account?

The express method allows you to log directly into your online banking through your OpenInvest account dashboard on the web or mobile app. This links your bank account almost immediately, and deposits can be processed the same or next day. Select the Bank (Express) option, and select your bank from a list of the most common institutions, or you can search for your bank by name.

Once you find your bank, select it and then log in using the username and password that you log into your online banking with. Once you are successfully logged in you can select which of your accounts you would like to connect.

If your bank is not available with the express option yet, you can still link your bank to your OpenInvest account using the Bank (Manual) option.  You’ll be asked to enter your bank account, and routing numbers so have a check handy. Once you submit the details for the account you would like to link, we’ll send two small micro-deposits to your bank account to confirm everything, and when you see the deposits, log into your OpenInvest account and enter the two amounts to confirm the link.

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