Free Funds Transfer

We offer you the convenience to move your funds quickly via Automated Clearing House (ACH), so that it spends more time working for you, rather than in transit. Automated Clearing House (ACH) is an automatic way you can deposit or withdraw funds from your securities account. ACH eliminates waiting on the mail and trips to your bank and broker’s office, and puts your funds to work faster.

There is no charge for this service.

You can use ACH to:

  • Direct us to transfer any available dollar amount to and from your bank and brokerage account.
  • Transfer pre-arranged amounts to or from your accounts regularly.

The Automatic Clearing House feature allows you to make monthly or one time transfers between your bank account and your Puritan account. Please note that you cannot make monthly withdrawals and deposits at the same time for an account. Please be sure to sign and date the form before mailing it in. Initial funds are typically available within 11 business days after receipt of the form. After an ACH has been setup, funds are typically available for transactions within 1 business day.