Depositing into your Neo Invest account

Are you going to sign in to your account online or through the Neo app?

Online

1. Sign in to your Neo account at member.neofinancial.com
2. Select ‘Investments’ under the ‘Accounts’ tab on the left-hand side.
3. Select your goal. 
4. Select ‘+ Fund’.
5. 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.
6. Choose your desired amount to deposit.
7. 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 Funds are typically withdrawn after 1-2 business days from your linked account.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

1. Sign in to your Neo account.
2. Select ‘Investments’ under the ‘Accounts’ tab on the left-hand side.
3. Select your goal. 
4. Select ‘+ Fund’.
5. Select how you’d like to deposit your money into your Neo Invest account.
6. Choose your desired amount to deposit.
7. 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 Funds are typically withdrawn after 1-2 business days from your linked account.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.