Connecting a bank through the Choice app
On the Portfolio screen, tap Cash Available
Next, tap Deposit on the Cash Available screen
Your first- time connecting a bank:
Tap Add Bank Account on the Choose Deposit Account screen
Follow the Plaid pop-up prompts to connect a bank account
After you have connected a bank account:
When you see your account(s) on the Choose Deposit Account screen, select the account you want to pull from and tap Next
Indicate how much cash you would like to deposit into your Choice account and tap Preview Deposit on the Deposit Cash screen
If you want to change the tax year this contribution will be applied to, tap Tax Year to swap between available years
Finally, review your deposit details and tap Confirm Deposit to submit your request on the Deposit Preview screen
After you have submitted the request, our team will pull these funds from your connected bank account and apply them to your Choice account once the ACH transfer is complete. Typically, funds will be available in your account 4 business days after submitting your deposit request.
Connecting a bank through the legacy Choice web app
You can access the Legacy Choice web app here or by selecting Use old web app under the Help section of the Settings page.
On your account Dashboard, open the Settings dropdown menu by clicking the 👤 person icon in the top right corner of your browser window
Click Bank Accounts from the dropdown menu
Your first time connecting a bank:
Click Add a Bank Account
Follow the Plaid pop-up prompts to connect a bank account
After you have connected a bank account:
When you see your account(s) on the Bank Accounts page, click the Deposit button next to the account you want to pull from
Indicate how much cash you would like to deposit into your Choice account and the tax year that you would like this contribution to be applied as on the Deposit Funds pop-up window
Lastly, check the box the confirm that you are eligible to make your contribution
* We recommend reviewing your deposit instructions before clicking Verify — you will not have an opportunity to change the deposit after it’s verified and submitted
Next you’ll see a pop-up verification after your deposit request is successfully received.
After you have submitted the request, our team will pull these funds from your connected bank account and apply them to your Choice account once the ACH transfer is complete. Typically, funds will be available in your account 4 business days after submitting your deposit request.