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WealthPlan ACH Transfer Details

Name on account

Please provide the name of the individual or business account holder.

Routing number

IMPORTANT: Please confirm with your bank that this is an ACH routing number as opposed to a wire transfer routing number.

Account number

Please confirm this number to ensure timely delivery of the ACH transfer.

Account type

Account holder's address

Please provide the full address associated with this account including apt/unit number, city, state and zip separated by commas.

Please upload an IRS form W-9

The SSN or EIN must match the individual or business named on the account. A downloadable form may be found here.