How do I add money to Cash to Invest?

In order to start placing trades within your Invest Module, you'll need to transfer money into that Invest Module's "Cash to Invest" balance. 

To move money into the "Cash to Invest" balance:

1. Navigate to your Child's Dashboard.

2. Tap the "Investing" tile.

3. Tap "Cash to Invest" 

4. Tap "Move $ In"

5. Select the amount of money you'd like to move in and where you'd like to move money from. 

6. Tap "Move Money" and you’re all set!

 

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To move money out of the "Cash to Invest" balance and into another category:

1. Navigate to your Child's Dashboard.

2. Tap the "Investing" tile.

3. Tap "Cash to Invest" 

4. Tap "Move $ Out"

5. Select the destination that you would like to move money too, and select the amount of money you'd like to move.

6. Tap "Move Money" and you’re all set!

To learn how to withdraw money from your Invest portfolio, click here. 

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