MoneyLink / Move Money Standing Instructions
Use this form to set up, update, or remove MoneyLink (move money) instructions for your client’s account.
Form Last Updated 11/13/2025
Details
Your Email
*
As this appears in Wealthbox
Client Name
*
First Name
Last Name
Account Number (Last 4 digits)
*
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Instructions
Enter as much information as you can. The client will be able to complete any missing fields, such as account number, when we send them the paperwork.
What would you like to do?
*
Set up new instructions
Replacing all existing Instructions
Terminate all authorizations
Add IA Authority onto existing instructions
Do you know the bank information so we may pre-fill the MoneyLink form? If not, the client will be required to complete the information and upload a copy of a voided check
Yes
No
What type of account are we linking?
*
Bank Account
Internal Journal
Authorize Transfer:
*
To Custodian from Bank
To Bank from Custodian
Both Directions
Is the account an IRA, Roth IRA, or Retirement Plan?
*
Yes
No
Federal Tax Withholding %
State Tax Withholding %
Please detail any additional special instructions.
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Verification Information
Enter as much information as you can. Your client will be able to complete any missing fields, such as account number, when we send them the paperwork.
Bank Account Owner's Name
*
First Name
Last Name
Joint Bank Account Owner's Name (if applicable)
First Name
Last Name
What is the account number?
*
What is the routing number?
*
A voided check or document with the ABA routing and account numbers is required to pre-fill the paperwork. Have you uploaded it?
*
Yes, I uploaded this document to the client's Box folder
A voided check or document with the ABA routing and account numbers is required to add a MoneyLink. Have you uploaded it?
*
Not yet. My client will upload a voided check or bank statement when they sign the paperwork
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