Make Deposits or Contributions to your Account

Making Deposits or Contributions to your Account increases the Funds Available in your Account for transfers, payments or investments.

Remember that Deposits to Retirement Accounts will be considered Contributions.

How would you like to Fund your Account?

• Incoming ACH (Simple Bank Transfer)
• Incoming Wire 
• Incoming Paper Check

Make a Deposit or Contribute

Incoming ACH Transfer

1. Navigate to your Dashboard
2. Select Deposit or Contribute Funds
3. Under Type of Transfer, select ACH
4. Under Linked Bank Account, select an Account or link a new Bank Account
5. After selecting an Account, insert the Amount you would like to transfer
6. Select Review
7. Review your transaction | You cannot cancel a transaction after it has been submitted
8. Select Transfer

Your transfer is on its way!

Incoming Wire Transfer

1. Navigate to your Dashboard
2. Select Deposit or Contribute Funds
3. Under Type of Transfer, select Wire
4. Share the information displayed on this page with the provider of your Originating Account

Your provider can now initiate your Wire Deposit! You will see the Funds in your Account once it is complete.

Incoming Paper Check

1. Navigate to your Dashboard
2. Select Deposit or Contribute Funds
3. Under Type of Transfer, select Check
4. Use the information displayed on this page to send us a Paper Check from your Originating Account in the mail.

Once your check arrives and is cleared you will see the Funds in your Account!

If you're unable to make a Deposit or Contribution after following the steps above, please contact our Customer Support Team at support@accuplan.net or click the Help button to chat with us now.

Note: This is not the process for returning investment or dividend income from an existing investment. It is only the process of Contributing new funds to the account.