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How do I change my payment instructions?

1. Click on Settings.
2. Click Investment Accounts.
3. Choose the investment account(s) you want to create or update by selecting the check box to the left of each corresponding row.
4. Click Actions.
5. Select Update payment method. Please note this needs to be ACH instructions. Wire instructions are permitted for custodial accounts only.
6. Click Continue.
7. Enter banking information and click Continue.
8. Accept the terms of agreement and enter your name.
9. Click Confirm to save changes. A summary of the new payment method appears including which investments were updated.
10. Click Finish to return to the Investment Accounts settings page.