Before you can transfer funds between your financial institution and your OptionsHouse account, you must first establish an ACH relationship with your bank. First, log in to your OptionsHouse account. Click on the “Manage Accounts” tab at the bottom of your OptionsHouse account screen.

From the Manage Accounts screen, select the “Transfer Funds” tab. (Note: IRAs and specialized accounts do not have this tab on their platform. Please call customer service toll free at 1-877-653-2500 for assistance). From here, click on “ACH,” select the “Deposit to my OptionsHouse Account” radio button, enter an amount to transfer, and hit the “Submit” button.

Verify the information.  If incorrect, click “Edit” and make the necessary changes.  If correct, click “Submit.”