STEP 1: NAVIGATE TO THE PAYMENT INSTRUCTIONS SCREEN
a. Click on the Profile Link
b. Select the Payment Instructions link from the drop-down menu
STEP 2: LAUNCH THE ADD NEW CURRENCY WIRE INSTRUCTIONS PROCESS
c. Click the “Add New” button
STEP 3: SELECT YOUR RECEIVING BANK
d. Find the financial institution by typing it in the name box and select Next
e. Click the radio button next to the desired institution and select Next
STEP 4: ENTER YOUR BANK ACCOUNT INFORMATION
f. Enter your account number and reenter it for verification. Enter your IBAN number, if available. Some international financial institutions require an IBAN. Call your financial institution to confirm prior to entering your instructions on StockPlan Connect
g. Click the Next button
STEP 5: REVIEW, ESIGN AND CONFIRM
h. Review your receiving financial institution’s information
i. Enter your StockPlan Connect password to eSign your request
j. Click the Next button
You will see a confirmation page to verify your instructions are received. Simply review and click Done.
Once you have completed Steps 1 through 5, your non-U.S. Dollar Wire instructions will be displayed on the Payment Instructions page.
Note: You can edit your Wire Transfer instructions after your trade has been submitted. You have two business days after the order executes (T+2) to edit these instructions. If your edits are not submitted by 4 p.m. two days after the trade, your proceeds will be delivered via the Wire Transfer instructions we have on file.