For easy and convenient contributions
If you have a Self Directed Investment Account held with FUNDEX INVESTMENTS or B2B BANK FINANCIAL SERVICES, you can make your contribution from the comfort of your own home.
All you will need is access to your Online Banking Account and your Self Directed Account Number.
The account number can be located on your recent Portfolio Statement or by contacting our office.
Instructions:
STEP ONE:
- Sign in to your Online Banking and add a Payee to your list
- Select either B2B Bank Financial Services or FUNDEX INVESTMENTS as the Company Name. (please contact us for details)
STEP TWO:
- Enter your Self Directed Account number and follow the instructions.
STEP THREE:
- Process your Contribution amount and complete your transaction. Keep a copy of your transaction confirmation.
STEP FOUR:
- Contact our office to let us know and we will follow up with the next steps.