1. Instructions
  2. AccountInfo
Please use this form to establish a link between a MBank Metro Advantage investment account and a designated bank
account to enable over the phone and online transfers.
If your Metro Advantage investment account and/or the
designated bank account is a trust account or joint account, all
trustees or joint account holders must sign this Metro
Advantage Funds Transfer Service enrollment form. Also, for
all trust accounts, when signing in a feduciary capacity the
client must include their title (e.g., Trustee)
Please do not include standing instruction requests on your
Metro Advantage Funds Transfer Service enrollment form.
These should be set up separately after your enrollment is
complete by entering the instructions on metroadvantage.com
or by calling 1.877.555.4772.
The Metro Advantage Funds Transfer Service provides you
with the ability to move money by phone or through
metroadvantage.com.
Funds are transferred electronically between a Metro
Advantage investment account and a designated bank
account.
For this service, the Metro Advantage account you designate
will be referred to as your Metro Advantage investment
account. Money will either move into your Metro Advantage
investment account or be transferred out of your Metro
Advantage investment account — whatever you instruct. If
you would like to move money between your investment
accounts or additional bank accounts, please contact us at
1.877.555.4772.
The Metro Advantage Funds Transfer Service
Helpful Hints
Metro Advantage Funds Transfer Service
Enrollment Form