Electronic Funds Transfer to an Investment Solutions IRA

Log in to initiate an electronic funds transfer (EFT) from your bank to your Investment Solutions IRA.

Things to consider:

  • Have your account and bank transit numbers available. Your bank can confirm the transit number, which is usually the 9-digit number on the bottom left corner of your check.
    • For a savings account, the bank must provide you with the transit number.
  • We will apply the contribution based on your allocation choice(s) on file with us.

Proceed to Secure Site

Frequently Asked Questions

  • What is EFT/AIP?
  • When can I not use EFT?
  • What bank information do I need for EFT?