Funding your investment account has never been easier. We offer three convenient methods for you to choose from: Plaid, manual ACH, and wire transfer (for investments exceeding $10,000). Each option is designed to ensure the security and efficiency of your transactions, providing you with the flexibility you need to manage your investments effectively.
1. Plaid:
Plaid is a seamless and secure option that allows you to link a bank account at one of the 10,000+ banking institutions supported by Plaid's platform directly to your investment account. This automated process simplifies the funding procedure by securely verifying your bank credentials and facilitating the transfer of funds. With Plaid, you can fund your account quickly and effortlessly. For more details on Plaid's security, please click here.
2. Manual ACH (Automated Clearing House):
For investors who are unable to use Plaid, we offer the manual ACH option. This method involves manually initiating the transfer of funds from your bank account to your investment account. While it requires a few additional steps compared to Plaid, including confirming two micro-deposits, manual ACH still offers a straightforward way to fund your account securely. Please allow a bit more time for processing when choosing this option.
3. Wire Transfer (For Investments Over $10,000):
For investments exceeding $10,000, our wire transfer option provides a reliable and efficient means of funding your account. Wire transfers involve electronically transferring funds from your bank account to your investment account. This method ensures rapid processing and heightened security, making it an ideal choice for larger investments. The transparent and traceable nature of wire transfers guarantees that your financial operations remain visible and accountable. When you initiate a wire transfer, we will provide wire transfer details including For benefit of (FB0), our bank address, Routing number, Account number, and For further credit (reference ID), which you will need to provide to your bank. Please ensure these details match before finalizing your wire. Once you wire funds, it can take 1-2 business days to complete your investment. We'll notify you when it's done!
No matter which funding method you choose, rest assured that your transactions are safeguarded with the utmost security measures. You can read more about our platform's security here. We understand the importance of efficient and secure funding, and our range of options reflects our commitment to meeting your financial needs. Should you have any questions or encounter any challenges during the funding process, our dedicated Investor Relations team is here to assist you every step of the way. You can reach them by sending an email to cashmere@sweaterfunds.com . Your investment journey starts with funding your account, and we're here to make it a seamless experience.