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How to Link a Bank Account

Updated

On the Mobile App

  1. Log in to your Aries account.
  2. Tap the profile icon in the top right corner of the home page.
  3. Tap Transfer Accounts In.
  4. In the Client Center, go to Cash Transfers in the top menu bar.
  5. Scroll down and tap Link Bank Account.
  6. Chose either Real-Time Verification or Micro Deposit
    a) If you chose "Real-Time Verification", it will direct you to Plaid, follow the prompts to complete. 
    b) If you chose "Micro Deposit", input all bank account details and follow the prompts. 
    1. Once you receive the two deposit amounts, go to the Pending tab and click Verify. 

On the Web

  1. Log in to your Aries account.
  2. Click the profile icon in the top right corner of the home page.
  3. Click Manage Account.
  4. You'll be directed automatically to Cash Transfers in the top menu bar.
  5. Scroll down and click Link Bank Account.
  6. Chose either Real-Time Verification or Micro Deposit
    a. If you chose "Real-Time Verification", it will direct you to Plaid, follow the prompts to complete. 
    b. If you chose "Micro Deposit", input all bank account details and follow the prompts. 
    1.  Once you receive the two deposit amounts, go to the Pending tab and click Verify. 

How Micro Deposits work

  1. Deposits are sent. Within 1–3 business days, two small deposits will appear in your external bank account, usually labeled with an identifier from our clearing firm.
  2. Check your bank statement or online banking. Locate the exact amounts of both deposits.
  3. Return to Aries and confirm. Navigate back to Cash Transfers > Link Bank Account and enter the two amounts exactly as they appear.
  4. Verification complete. Once confirmed, your bank account will be linked and available for transfers.

A Few Things to Know

  • Your information is protected. Bank account details you enter are encrypted and used only to process your verification and future transfers, consistent with our firm's privacy policy.
  • Micro deposit amounts expire. If you don't confirm the deposit amounts within the allotted timeframe, you may need to restart the linking process.
  • Only link accounts you own. Bank accounts must be held in your name, or held jointly with you, to be linked for transfers.
  • Transfers are subject to review. As with all cash movements, transfers may be subject to standard verification and anti-fraud review before funds are made available.