Money and accounts

Opening and funding your brokerage account

How to open your Amaltash Brokerage account, deposit money from your bank, and withdraw it again.

Who holds your money

Your brokerage account is held at Alpaca Securities LLC, a FINRA member broker-dealer and SIPC member, which handles execution, clearing and custody. Amaltash Advisors LLC does not hold your assets.

Opening your account

The Funding tab appears only once your account is open.

  1. Go to the Verification tab and press Start KYC, or Resume KYC if you started before.
  2. Complete the wizard and press Submit for verification.

Depositing money

Wire instructions are on the same page if you prefer to send a wire.

  1. Go to Funding, then Accounts, and press Connect with Plaid to link your bank.
  2. Press Deposit, choose the bank under From bank, and enter the Amount (USD).
  3. Press Deposit via ACH.

Withdrawing money

Only settled cash can be withdrawn.

  1. Go to Funding and press Withdraw.
  2. Choose the bank under To bank and enter the Amount (USD).
  3. Press Withdraw via ACH, or Withdraw via wire.