Guide to Making a Contribution to a Justwealth Account from my Bank Account

Click "Client Portal" under "Account Access"

Login to your Client Portal using your email and password.

You will now be logged into your Client Portal Dashboard. Click "One Time Contribution"

Click "Select your choice" under the From field to pick the bank account from which you wish to transfer funds

If you want to transfer from an account not listed, choose Add New Bank Account

If you have your your Financial Institution identifier, branch and account number, you may select the Add New Bank Account (Manual) option. If you don't have all that information handy, you can choose Add New Bank Account (Plaid) to securely connect your financial accounts in seconds.

Select your choice of Justwealth accounts to accept the funds under the To field

Enter the amount you wish to transfer in the Amount field

Click "One Time Investment", unless you wish to make a recurring contribution.

Select the date you wish to transfer the funds.

Select Submit Deposit to proceed with your transfer