Bank Account Verification and Transfers

Follow the steps below to verify your bank account and start processing a transfer.

Logging In

  1. Navigate to the client portal login
  2. Enter your username and password to access the system
  3. Click the “Bank Setup” link to access money transfer resources

Transfer Request

Once you have added your bank account please click here to email cashiering@centerpointsecurities.com with your transfer request.

ACH bank transfers may take 1-3 business days to post in your account.

If you would like to send a wire transfer, you may do so using these wire instructions.

Select Account

  1. Click the Account Lookup magnifying glass to select the desired account
  2. Enter account search criteria
  3. Click Search
  4. Select account by clicking on a record


Bank Setup

A back account will need to be setup by the account user and authorized by plaid by following the steps below.

*Not all banks participate in the Plaid system.  If your bank is not listed please utilize the Wiring instructions to fund your account. 

**Introduced account will have access to the bank setup screen, however, they will not have access to the request tab.**

  1. Select the “Bank Setup” tab
  2. Click “Add Domestic Bank

Plaid Authorization

After the Plaid Quickstart screen pops-up on your screen and you’ve read the User Privacy Policy

  1. Click “Continue
  2. Select Bank from list or Search by using the available search field
  3. Enter your credentials to login to your bank account
  4. Select the desired bank account to setup

Transfer Request

Once you have added your bank account please click here to email cashiering@centerpointsecurities.com with your transfer request.

ACH bank transfers may take 1-3 business days to post in your account.

If you would like to send a wire transfer, you may do so using these wire instructions.