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Add funds to Neo Invest accounts

  • Updated

Use your Neo Money™ account (including a Neo High-Invest Savings account) or an external bank account to add funds to your Neo Invest account. 

If you’re adding funds for the first time, the transfer must be at least $1,000. Any subsequent transfer can be of any amount. Transfers typically take 3 to 9 business days to be processed and invested in your chosen portfolio theme.

To add funds, go to Invest and select your investment goal then select + Funds.

Add funds to Neo Invest accounts

To add funds to Neo Invest accounts, go to Invest and choose your investment goal. Funds are typically withdrawn in 1 to 2 business days. Look for the transaction description BBS SECURITIES or CI INVESTMENTS.

Neo app

  1. Log in to the Neo app
  2. Tap Invest from the top and select your investment goal
  3. Tap + Funds and select the source account
  4. Enter an amount (initial transfer must be a minimum of $1,000)
  5. Review the details and tap Confirm

Web

  1. Log in to member.neofinancial.com
  2. Click on Invest from the left side menu and select your investment goal
  3. Select + Funds and select the source account
  4. Enter an amount (initial transfer must be a minimum of $1,000)
  5. Review the details and click on Confirm

Funds can take 6 to 9 business days to invest in your chosen portfolio theme.

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