If you are trying to link your checking account and are having trouble doing so, please follow these steps:

1. From the main menu, select My settings
2. Select Funding Source
3. Instead of selecting one of the main bank icons, select Use a different bank
4. Enter the Routing and Account numbers for the new checking account you want to fund your investments

If you are still unable to link your account, please send us a message and we'd be happy to help you out.