Bank linking connects your bank to your brokerage funding relationship. A successful connection and approval for transfers are not always the same step.
Before you start
Complete any account-verification requirements shown and have access to the bank account you intend to connect.
01Open Banking
Sign in to Asal Invest, open Settings, then Banking. Check whether a bank is already listed. If no bank is connected, select Link Bank Account to begin; if you intend to replace an existing connection, follow the changing-bank guide first.
02Complete the bank connection
Follow the Plaid prompts to find your bank, authenticate, and choose the account you intend to use. Review the requested permissions before continuing.
03Check the linked account
Return to Banking in Asal Invest and verify the bank name and the visible last digits of the account number against the account you selected. Read the relationship status and any accompanying message. Wait for the funding relationship to reach the required approved state before attempting a transfer; closing the connection window alone does not confirm approval.
Keep in mind
If linking fails or your institution is unavailable, contact support. Never send bank login credentials to support or another person.
Need help with your account? support@asalinvest.com