Simply log in, navigate to the "Fund Account" section, choose your preferred funding method (such as bank transfer, credit/debit card, or wire transfer), enter the amount, and confirm. You'll have instant access to manage your investments and liquidity needs seamlessly within the platform.

Select between a custodian for cash management, a brokerage custodian for investment oversight, or a self-directed custodian for greater flexibility with alternative assets. Each option caters to your specific investment needs and strategies, ensuring tailored support for your financial goals.