Importing data to Plenty

• Import your mint data
• Importing your spreadsheet data

Overview

• How long does it take to verify my account?
• How do I connect my bank?
• Can I link more than one external account?
• Can I remove or hide connected external accounts from my profile?
• Can I fund my account with a non-bank account (e.g. Paypal, Venmo, Zelle)?
• How does a micro-deposit work?

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Contributions

• How can I fund my account?
• How does Plenty transfer funds?
• How long does it take to transfer funds into my account?
• How do I deposit additional funds into my account?
• Can I set up recurring contributions?
• How do I change my recurring contributions?

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Withdrawals

• How do I withdraw funds?
• When can I make withdrawals?
• How much can I withdraw?
• Do I get charged for withdrawing funds?
• How long does it take to withdraw funds from my investment account?
• What happens if I withdraw and my account value falls less than my withdrawal amount before you can sell my investments for the request?

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Connection issues

• Error - “My account settings are incompatible” when connecting my accounts?
• Why can I not find my bank?
• Why can I not link my external account?
• Why do I have to update my linked account details?
• Why is the balance not updating on my accounts?
• What should I do if I have trouble linking my account?

Account transfers

• What happens if I accidentally overdraft my account?
• How do I transfer money through ACH
• Can I transfer my external account to Plenty?
• Can I transfer my Plenty portfolios to another institution?
• Can I transfer my other brokerage account to Plenty?
• Can I transfer shares from my ESOP to Plenty?

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