Deposits & Withdrawals
Yes. Visit Account > Transfers in the Options AI trading application.
Options AI uses Plaid to connect to banks and offer ACH transfers. If your bank is not listed you can use wire transfers to fund your account.
Options AI works with Plaid to connect to banking systems and connect to your accounts.
Plaid works with many different banks to facilitate ACH transfers. There can be a number of reasons why that stops working, some technical and some not. Plaid's website offers a list of these reasons here.
Options AI is unable to fix issues between the bank and Plaid. Those organizations will work to resolve issues per their service levels. You can also wire funds from your account if you prefer.
If you bank is not listed in the options for ACH funding, please use the following instructions to wire funds from your bank:
Field | Instruction |
Bank Name | BMO/Harris Bank |
Bank Address: | 111 West Monroe St, 9th fl., Chicago, IL 60603 |
ABA#: | 071000288 |
Beneficiary A/C#: | 3713286 |
Account Name: | Apex Clearing Corporation |
For Further Credit A/C#: | 3AIXXXXX & Your Name |
Visit https://account.options.ai/banking-wires to see your account number and more detailed deposit instructions. Your account number starts with 3AI.
You can also withdraw funds via wire transfer if you prefer.
After funds are deposited via ACH, they are placed on a mandatory 5 business day hold.
Thereafter, they are available for withdrawal. Funds from closed transactions typically take 1 business day to settle and may be withdrawn after settlement and/or the hold period (whichever is later).
Yes. Visit https://account.options.ai/banking/withdrawal and select "Withdraw funds". Please note fees may apply.
Last modified 1yr ago