Submitting an ACH Transfer in the Dorman Portal
Once your account is set up and approved for ACH transfers through Plaid, you can easily deposit or withdraw funds using the Dorman Portal. This guide walks you through the steps.
Log in to the Dorman Portal
Step 1: Log in to the Dorman Portal here https://www.dormanaccounts.com/eapp/user/login
Create Request
Step 2: Click the ACH Tab then the Create New Request button.
Choose Your Transfer Type
Step 3: Choose Your Transfer Type
Incoming = Deposit funds from your external bank into your Tradier Futures account.
Outgoing = Withdraw funds from your Tradier Futures account to your external bank.
Select Your Trading Platform
Step 4: Select Your Trading Platform
The majority of Tradier Futures customers should select CQG. This applies if you’re using Tradier Web for Futures, Tradier Pro Futures, TradingView, or any platform connecting to CQG.
If you use Rhythmic or another supported platform, select the correct option from the list.
Verify Pre-filled Information
Step 5: Your Contact and ACH details provided through Plaid will appear automatically including:
Name
Address
Phone number
Email
Account Number
Checking Account
Routing Numbers
Complete Your ACH Transfer Form
Step 6:
In order to complete the form you'll need to enter in the following information:
Date for the ACH authorization
Amount you want to transfer
Click Save to submit.
What Happens Next
A green confirmation bar will appear with a “Thank you—your request has been submitted” message.
For Deposits: Your request goes to Tradier Futures for review. Once approved, the funds will move into your account.
For Withdrawals: Your request is reviewed to confirm sufficient funds, then approved by Dorman and processed.