How do I make a deposit?

When transferring money in or out of Network Wealth, you'll be able to specify the amount and with which account the interaction should take place.

Depositing Funds

When depositing funds via a bank account, you'll notice the withdrawal amount come via our custodian institution as "CI INVESTMENT SERVICES".

For some institutions, you may still see this transaction appear as "BBS SECURITIES". Don't worry, this is our custodian institution's old operating name, and your bank may still be in the process of updating this name.

If you're interested in transferring your funds from an existing account instead, learn more about it in our guide to transferring your account to Network Wealth.

How to initiate a bank transfer

Contribute regularly with auto-investments:

1. From the Home Screen or your Goals, tap the "Invest" button
2. Select a Goal to Invest in and tap "Continue"
3. Select a Portfolio from within your selected Goal and tap "Continue"
4. Enter the amount you'd like to contribute
5. Toggle the "This is a recurring investment" to "on" (it will turn green)
6. Choose the frequency of your investment (we currently support weekly, bi-weekly, or monthly), and tap "Continue"
7. Select the bank account from which you would like to withdraw these funds, and tap "Continue"
8. Review your deposit details and tap "Confirm" - you'll see a confirmation screen if everything was successful

Make a one-time deposit:

1. From the Home Screen or your Goals, tap the "Invest" button
2. Select a Goal to Invest in and tap "Continue"
3. Select a Portfolio from within your selected Goal and tap "Continue"
4. Enter the amount you'd like to contribute
5. Toggle the "This is a recurring investment" to "off"
6. Select the bank account from which you would like to withdraw these funds, and tap "Continue"
7. Review your deposit details and tap "Confirm" - you'll see a confirmation screen if everything was successful