Movement of Your Money

I need to update my bank account information. Where can I do that?

You can update your bank account information on your account dashboard.


Can I cancel a transfer of cash to or from my Connect Invest account wallet?

Yes, you can cancel a pending transfer within 1 business day of initiation by contacting and indicating your desired request. If the bank transfer is already past the one business day period or has already been completed you can request a withdraw from your wallet through the client portal and the funds will be transferred back to your bank account on record with Connect Invest.