What changed
  • The Vault page shows your balance, history and a step-by-step broker guide
  • Confirming a withdrawal or deposit tells CFIN it genuinely happened
  • Trading on the account starts again within minutes of confirming

The Vault page, reachable from the sidebar, shows your current balance, its history, and a step-by-step guide to withdrawing or depositing at your broker. This post walks through finding it and confirming a withdrawal or deposit, so trading on your account starts again.

Finding and confirming

  1. Open Vault from the sidebar (or from "More" on iPhone).
  2. Make your withdrawal or deposit directly at your broker.
  3. Return to CFIN and confirm it in the dialogue that appears — a sheet on desktop and tablet, an alert on iPhone.
  4. Confirm the amount and date; trading on the whole account starts again within minutes.
The redesigned Vault page on a Mac, sample dataThe redesigned Vault page on a Mac, sample data
Vault: confirm and continue trading, with pinned sample data. Illustration with sample data, not a real account.
Steps diagram for confirming a Vault withdrawal or deposit: open Vault, move money at your broker, confirm, trading starts again.Steps diagram for confirming a Vault withdrawal or deposit: open Vault, move money at your broker, confirm, trading starts again.
The four steps to confirm a withdrawal or deposit in the Vault.
Where this lives: How to find your Vault and confirm a witWhere this lives: How to find your Vault and confirm a wit
Where this lives: How to find your Vault and confirm a wit
The vault story's four mechanics cards: share you choose, drawdown shield, nothing stops being vaulted, withdrawingThe vault story's four mechanics cards: share you choose, drawdown shield, nothing stops being vaulted, withdrawing
How the vault works, in four cards.

What you need to do

Always confirm a withdrawal or deposit promptly after making it at your broker, so your account's trading status reflects reality as quickly as possible.

Remember that CFIN never holds or moves your money itself — that happens directly between you and your broker.

In detail

Why it's worth confirming promptly

Trading on that account stays paused until the confirmation is made, so a quick confirmation gets your account back to normal sooner. If you're ever unsure whether a withdrawal or deposit has already been confirmed, the Vault history view shows the full record.

If you regularly move money between CFIN and your broker, it's worth building the habit of confirming as soon as you're back in the dashboard, rather than batching several confirmations together later.