Before being able to transfer funds between your financial institution and your OptionsHouse account, you must establish an ACH relationship with your bank. First, log in to your OptionsHouse account. Click on the "Manage Accounts" tab at the bottom of your OptionsHouse account screen.

From the Manage Accounts screen, select the "Transfer Funds" tab. (Note: IRAs and specialized accounts do not have this tab on their platform. Please call customer service toll free at 1-877-653-2500 for assistance). From here, click on "ACH" and then "Add a Financial Institution."

From the next screen, click on the "Establish ACH Relationship" button.

Read the "ACH Terms and Conditions" and check the box, indicating that you agree.  Click the "Submit" button.

Provide the information requested, including Account Type, Bank Name, ABA Routing Number, and Account Number.  Enter an amount and the direction of transfer (deposit to OptionsHouse or a withdrawal from OptionsHouse) and click "Submit."

Verify the information.  If incorrect, click "Edit" and make the necessary changes.  If correct, click "Submit."

At this point, two small deposits (a/k/a "micro-deposits") will be deposited to your bank account for account verification. Note that it may take up to four business days for these deposits to come through (depending on your bank). Check your bank account and note the exact amount of these micro-deposits.

Then, log in to your OptionsHouse account.  Make sure you have selected your actual (non-virtual) account. Click on the "Manage Accounts" tab at the bottom of your OptionsHouse account screen.

From the Manage Accounts screen, select the "Transfer Funds" tab. (Note: IRAs and specialized accounts do not have this tab on their platform. Please call customer service toll free at 1-877-653-2500 for assistance). Click on "Verify Micro Deposit."

On the next screen, enter the micro-deposit amounts from your bank account. Note: these should be entered in the order in which they are listed at your financial institution. Input this amount in terms of cents (e.g., $0.xx). Finally, click the "Submit" button.

At this point, the ACH relationship has been fully established. If you have previously requested a transfer of funds (i.e., during the application process) it will now process automatically. You can also transfer additional funds at this time. (You can verify if you have a pending transfer in the Transaction History section of the Transfer Funds page).