Connecting investment bank accounts

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  1. Go to the Settings section
  1. Go to the Accounts section
  1. Click on “Add account”
  1. Click on “Link external account”
  1. Choose Investment for the type of bank account
  1. Select the country of your bank
  1. Select the financial institution and click Manually add account
  1. Fill in the details of your investment account (fields marked with a * are mandatory)
    1. Account name *
    1. IBAN
    1. Account balance and currency *
    1. Opening date and term *
    1. Nominal rate % and interest payment terms *
  1. Click Create account

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