Brokerage or Investment accounts can be linked to the Currence Reservoir in one of two ways...
1. Currence Initiated: Create an account connection via the Control Panel under Linked Accounts then Link New Account. Select Manual as to how the connection will be set up. The routing number and checking account number of the brokerage or investment account will be needed to establish the connection.
2. External Account Initiated: Using the bank verification letter found within the Account Profile section of the app, an ACH connection can be established from the brokerage or investment account. The Currence account number and routing number found within the bank verification letter are required to initiate the Money Movement. With this type of connection all transactions will need to be initiated from the external account.