Use your Neo Everyday 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 Funds are typically withdrawn in 1 to 2 business days.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
Log in to the Neo app
In the Accounts tab, select Invest account and select your investment goal
Tap + Funds and select the source account
Enter an amount (initial transfer must be a minimum of $1,000)
Review the details and tap Confirm
Web
Log in to member.neofinancial.com
Click on Invest from the left side menu and select your investment goal
Select + Funds and select the source account
Enter an amount (initial transfer must be a minimum of $1,000)
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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