Are you going to sign in to your account online or through the Neo app?
Online
- Sign in to your Neo account at member.neofinancial.com
- Select ‘Investments’ under the ‘Accounts’ tab on the left-hand side.
- Select your goal.
- Select ‘+ Fund’.
- Select the dropdown with the word ‘Source’
- This will allow you to choose how you’d like to deposit money into your Neo Invest account.
- Choose your desired amount to deposit.
- Press ‘Confirm’.
Note: While we’re processing your deposit, your money can take 6-9 business days to be invested. Funds are typically withdrawn after 1-2 business days from your linked account. The transaction will appear under BBS Securities, OneVest’s custodian.
App
- Sign in to your Neo account.
- Select ‘Investments’ under the ‘Accounts’ tab on the left-hand side.
- Select your goal.
- Select ‘+ Fund’.
- Select how you’d like to deposit your money into your Neo Invest account.
- Choose your desired amount to deposit.
- Press the arrow at the bottom of the screen to confirm.
Note: While we’re processing your deposit, your money can take 6-9 business days to be invested. Funds are typically withdrawn after 1-2 business days from your linked account. The transaction will appear under BBS Securities, OneVest’s custodian.