How do I make a deposit?

Modified on Fri, 28 Mar at 9:10 AM

Depositing Funds

When depositing funds via a bank account, you will see the transaction processed by our custodian institution, appearing as "CI INVESTMENT SERVICES" on your bank statement.

In some cases, your bank may still display the transaction as "BBS SECURITIES"—this is the custodian's former operating name, and some institutions are still in the process of updating it.

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

  1. From the Home Page or Goals, click the "Deposit" button.

  2. Select the Electronic Funds Transfer deposit type 

  3. Choose the Goal and Account you want to deposit into.

  4. Select the bank account from which the funds will be withdrawn.

    • If you haven’t already linked your bank account, you can do so here by clicking "Add Bank Account" in the dropdown menu. 

  5. Enter the deposit amount.

  6. Choose the deposit schedule (we support one-time, weekly, bi-weekly, semi-monthly, monthly, and quarterly deposits), then tap "Continue".

  7. Review your deposit details and tap "Confirm".

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article