There are two ways to link your checkings or savings account to your OpenInvest account, the Express Method or the Manual Method. The Express method allows you to log directly into your online banking through your OpenInvest account dashboard on the website or mobile app. This method links your bank account almost immediately, and deposits can be processed the same or next day. Select the Bank (Express) option on the Add Deposit screen, 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. When you are successfully logged in you can select which account you would like to connect.
If your bank is not available with the express option, 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 number so have your checkbook 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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