Your ShareBuilder account can be linked electronically to your checking or savings account. This link enables you to fund your account for investing and to pay a monthly subscription if you subscribe to the Advantage Pricing Program.
ShareBuilder provides this service free of charge.
Your ShareBuilder account can only be linked to one checking or savings account. To link your ShareBuilder account to either a checking or savings account, you will need to provide the following information:
- Bank Name – The name of your financial institutions.
- Type of Account – Your ShareBuilder account can be linked to most checking or savings accounts, but there are some restrictions. A link cannot be established with checking accounts that are connected to a money market account. Also, some financial institutions do not allow a link to be established with a savings account.
- Routing Number – Sometimes referred to as an ABA#, this is generally the first nine numbers on your check. Some financial institutions use a different routing number for funds transfers, so please verify this with your financial institution if you are unsure.
- Checking/Savings Account Number – The account number for your checking or savings account. Enter numbers only; do not use dashes or spaces.
Important: If you are unsure of any of this information, please verify with your bank before setting up a funding transfer.