Connecting a bank account to the Zoe Wealth Platform account allows your client to easily make contributions to their investment accounts. Here are the instructions you are able to provide to them:
NOTE: Only clients are able to add these relationships, you cannot do it for them.
How to Connect a Bank Account to the Zoe Wealth Platform
After completing the account opening form, you will see a screen that says ‘Connect a Bank Account’. From here you can jump to step 4. If you’ve already opened accounts, start with step 1!
1. Log into app.zoefin.com
2. Click "Transfer Funds" in the upper right hand corner of your screen.
3. Select the type of Cash Transfer you are making - Deposit or Withdrawal. Then select ACH as the type of transfer.
4. Choose the investment account the transfer is for.
- If you are creating a deposit, this will be listed under "To"
- If you are creating a withdrawal, this will be listed under "From"
5. Set up the external account.
- If you are creating a deposit, this will be listed under "From"
- If you are creating a withdrawal, this will be listed under "To"
6. When the Plaid integration window pops up, click continue
- You may be prompted to input your phone number. This is optional--it allows you to more quickly access previously linked accounts on other sites that use Plaid. If you wish to skip this step, you can select "skip"
7. Chose either instant connection or micro-deposit connect. The following instructions will be specifically for the instant connection option, and more instructions on micro-deposits can be found below.
8. Search for and select the financial institution you bank with
9. From here, follow the login prompts for your external financial institution. Some institutions will take you to a different window to log in, while some will have you log in directly in the plaid integration window. You may be prompted to provide a two factor authentication code or input the answer to a security question
10. Select which account you would like to connect to the Zoe Wealth Platform. Once confirmed, you can go back to your dashboard. You may need to refresh your page once connected
If you need any additional assistance, you can contact the Zoe Client Success team at clientsupport@zoefin.com or 646-264-4449.