Bank Account Linking

There are two ways to fund your Tradesk brokerage account – linking your bank account via Plaid to deposit via ACH transfer, or wiring in funds by initiating a wire at your bank.

You’ll be prompted with a deposit method menu after opening a new brokerage account and having it approved, or choosing “Deposit” from the upper right hand drop-down menu within the desktop site or app.

Select “ACH” to proceed with linking your bank account through our app. Once your bank account is linked, you’ll be able to make free and easy deposits and withdrawals through our app between your Tradesk brokerage account and your bank account.

Please note:

The account name on your bank account must match the account name on your Tradesk brokerage account. We do not support linking business, trust, or third-party bank accounts at this time. You may also want to check with your bank to ensure your account supports ACH transfers.

After clicking “ACH”, choose “+Link New Bank Account”. From there, you’ll be prompted to choose your bank, enter your online banking username and password, and select the bank account you’d like to link.

Once your bank account has been linked successfully, you’ll receive an email notification that you’re ready for your first deposit!

Why can’t I link my bank account?

If you’re experiencing an error linking your bank account, it could be due to one of the following reasons:

• Your bank account name may not match your Tradesk brokerage account name
• Your bank account doesn’t support ACH transfers
• Your bank account is frozen or restricted by your bank

For any bank account linking issues, you may want to reach out to your bank representative for more information.