Yes, you can update your bank account information at any time. Once logged into your Managed Portfolios account:
- Click on your initials in the upper right
- Choose LInked Bank
- Click Link New Bank
You can choose your bank from the list, use the search feature to search for your bank or click on Link Manually at the bottom if you do not see your bank in the list or search.
- Click the settings menu (gear on the left side)
- Choose Financial profile
- Click Bank Account
- Click Update Bank Account
You can choose your bank from the list, use the search feature to search for your bank or click on Don’t see your bank at the bottom.
Supported Banking Institutions
We support over 1,000 different banking institutions! If you do not see your bank immediately, just use the search bar to find your bank.
Please note that if you do a Manual Bank Link, it may take several business days for the change to be completed. In those cases, your currently linked bank account will remain linked in the meantime for any transfers.
If you update your bank account while a transfer is already in process, the transfer will be completed with the bank account that was linked at the time of the transfer request.
- Do you support my bank?
- Why do I need to link a bank account?
- What is the difference between Instant Bank Link and Manual Bank Link?