You can make a transfer from your credit card to your account with White Oaks Wealth Private Bank. A fee may apply; please refer to our Schedule of Fees for details. (Also contact your external financial institution about any fees it may charge for transfers.)
Initial deposits are limited to $500 and can be completed when you log in to your account for the first time.
There are two ways to add additional funds by credit card:
- Use our online Funds Transfer service; or
- Call Client Experience at 866.546.9518 and ask to fund your account with a credit card. Please have the following information available:
- Your credit card account number, CVV number and expiration date
- The cardholder's name
- The cardholder's billing address
At this time we accept the following credit cards: VISA® and MasterCard®,American Express, and Discover.