How to Setup Automatic Transfers into My Investment Account

Good for you!

Automatically transferring money from your bank account into your investment account helps ensure consistent savings, which along with time is the great determinant of investing success. 

Step 1. Go to Fidelity.com and Login

 Go to Fidelity.com and Login on the left

Go to Fidelity.com and Login on the left

Step 2. Once logged in, click on the Accounts & Trade button at the top of the page.

 Click on the Accounts and Trade button in the top left

Click on the Accounts and Trade button in the top left

Step 3. Select Transfer Money and Shares from the drop-down menu under Accounts & Trade.

 Select Transfer Money / Shares from the drop-down menu under Accounts & Trade

Select Transfer Money / Shares from the drop-down menu under Accounts & Trade

Step 4. On the left, under the 'Into' column, select the 'Set Up Automatic Investments' button.

Note that you can try to set up automatic transfers between accounts as well, but Fidelity will not allow this for accounts managed by Bisonwood. Generally, this is something that we handle for you, but if you'd like to discuss transfers between accounts, please contact your representative.

 Select 'Set Up Automatic Investments' on the left under the 'Into' column

Select 'Set Up Automatic Investments' on the left under the 'Into' column

Step 5. On the Automatic Investments page, find your main account by looking for the account number and corresponding account type (Individual/Joint only) and click the 'Set Up Automatic Investments' link.

Note, you'll want to choose an 'Individual' or a 'Joint' account type to set up automatic investments for. Your representative will discuss funding IRA or other retirement accounts with transfers from your Individual/Joint account. 

 Find your main account, an Individual or Joint account - not a Retirement account, and click the Set Up Automatic Investments link

Find your main account, an Individual or Joint account - not a Retirement account, and click the Set Up Automatic Investments link

Step 6. Here's the form to set up the automatic investments from your linked bank account to the selected investment account. If your bank isn't shown, click the 'Set Up Electronic Funds Transfer (EFT)' link to connect a bank account. You'll want to make sure that you select: 

  • Transfer to 'Your Brokerage Core Account' and a corresponding amount
  • The frequency/timing to transfer that amount of money into your investment account

Then hit the 'Next' button

 Select the details for your transfer; making sure that you've selected the correct: i) investment account, ii) bank account to transfer from, iii) amount that you want transferred, and iv) frequency to make the transfer. 

Select the details for your transfer; making sure that you've selected the correct: i) investment account, ii) bank account to transfer from, iii) amount that you want transferred, and iv) frequency to make the transfer. 

Step 8. Review your instructions and click 'Confirm'

Now you're all set! If you have questions or issues, contact your representative or Fidelity's technical support through the information on their website. 

How to Add the Client Portal to Your iPhone or iPad

You can add a shortcut to Bisonwood's client portal on your smartphone or tablet. Afterwards, it will function like an app, but since you won't be able to find it in the App Store, just follow these simple instructions. 

These instructions are specific to devices running iOS, such as iPads or iPhones, but the process for any mobile device is similar. Also note, that your Bisonwood representative needs to set up your Client Portal account before you are able to login on either a web or mobile device. For basic instructions on logging in to the client portal, go here

Otherwise, open up the client portal on your iOS device.

Step 1. Open up the Bisonwood website on your phone. If you don't see the Client Login link at the top, click on the icon with the three horizontal lines. 

 Go to the Bisonwood.com website on your mobile device and click on the Client Login button at the top. If the button doesn't appear, click on the icon with the three horizontal lines to open a new menu.

Go to the Bisonwood.com website on your mobile device and click on the Client Login button at the top. If the button doesn't appear, click on the icon with the three horizontal lines to open a new menu.

Step 2. Select the Client Login page from the menu. 

 Click the Client Login button to go to the Client Login page

Click the Client Login button to go to the Client Login page

Step 3. Click the 'Client Portal' button

 Click the Proceed to Client Login button to go to the secure login page, which is hosted by a third-party. 

Click the Proceed to Client Login button to go to the secure login page, which is hosted by a third-party. 

Step 4. On the Client Login prompt screen, you'll may see a note telling you what to do, but either way, click the icon of the box with the arrow point upwards.

 Tap the button with the box and the upward arrow

Tap the button with the box and the upward arrow

Step 5. Click the 'Add to Home Screen' button

 Click the 'Add to Home Screen' button, which is a square with a little plus inside of it. 

Click the 'Add to Home Screen' button, which is a square with a little plus inside of it. 

Step 6. Rename the app to 'Bisonwood'

 Rename the app to 'Bisonwood,' which'll help you find it in the future. 

Rename the app to 'Bisonwood,' which'll help you find it in the future. 

Step 7. Enjoy access to your Bisonwood Client Portal on your mobile device!

 Voila! Now your iPhone or iPad's home screen has a direct link to your client portal.

Voila! Now your iPhone or iPad's home screen has a direct link to your client portal.

Step 8. Bonus step! When you login via your mobile device, you may see a prompt asking if you want to use a numeral code when logging in on a mobile device - as opposed to your traditional password.

This'll help you to login faster than your traditional password.

 When you login for the first time on a mobile device, you can set a passcode with 4 or more digits to login with instead of your traditional password to help you login faster.

When you login for the first time on a mobile device, you can set a passcode with 4 or more digits to login with instead of your traditional password to help you login faster.




How To Login to Client Portal

Not all clients have access to their client portal automatically; if you haven't had your client portal set up already, contact Bisonwood at 903-593-2396 or send an email to your advisor requesting access.

If your client portal has already been set up by your advisor, you can reach it through the Bisonwood website at: http://www.bisonwood.com/client-login/.

bisonwood-client-login-page

Once you're on the client login page, click the large 'Proceed to Client Portal' button to proceed to the login prompt. Note: Our client portal is hosted on a secure, third-party site.

bisonwood-client-portal-login-prompt

At the login prompt, enter the username and password provided by your advisor; then click on the blue 'Sign In' link to be taken into the client portal, where you'll have access to your investment account balances, budgeting and spending tracking tools, an educational library on various financial topics, and your digital document vault. 

 

Having problems?

  • If this is your first time logging in, you'll be asked to change your password after you've logged in.
  •  If you've forgotten your password, simply click the 'Forgot your password?' link at the login prompt. Once you enter your username and email address, your new password will be emailed to you. 
  • If you're still having issues logging in to your client portal, feel free to contact your representative, who'll be able to look into it further for you.