Mobile Check Deposit
Using Mobile Check Deposit you can make an IRA contribution for the current or prior year between January 1 and Tax Day. Your yearly contribution limit will be displayed as well as any contributions you have made.
You must have the most recent version of the Client Access app on your Apple or Android device, and you must be enrolled in Client Access through the desktop version of the site. Login or create a Client Access account.
How to Use Mobile Check Deposit
You will have a new menu option called Deposit Checks.
- Select the account where you want to deposit the check
- Enter the amount
- Take a picture of the front and back of the check
- Click Make Deposit.
You will receive a confirmation page and a confirmation email. You will also see the deposit in Pending Activity as soon as the check is submitted.
We recommend that you mark the check as deposited and keep it for 14 days to ensure it has been accepted and completely processed.