Written by Julian Sanchez

June 18th, 2024


Webull Financial is a brokerage firm that has been in business since its founding in 2017. The company provides a range of retail investment products and services, including commission-free trading of stocks, exchange-traded funds (ETFs), options, and cryptocurrencies. Webull also offers users access to margin trading, advanced charting tools, market data, and financial news. Through its mobile app and desktop platform, the firm aims to cater to self-directed investors looking for an all-in-one trading solution.
  • WEBULL FINANCIAL: Name of the company initiating the transaction
  • ACH: Automated Clearing House, indicating the transaction was an electronic bank-to-bank transfer
  • Find & fight fraud from anywhere

    Verify With Receipt

    The best way to tell if this charge is fraudulent is to find the receipt. You may have an electronic copy of the receipt, which you can finding by searching in your email accounts for Webull Financial.
    Or, if you want to automatically find and reconcile receipts so you never worry about fraud, you can use SimplyWise to automatically match all bank and credit card transactions to email and paper receipts. The app instantly reconciles your expenses and flags anything that doesn’t match.
    Step 1

    Connect your email

    Download the SimplyWise app and connect your email account. SimplyWise will search through your emails and find all the receipts in your inbox. This allows you to understand what exactly you are paying for when you see a bank transaction on your statement.
    Step 2

    Connect Your Bank

    Connect to your bank account/credit card transactions through the secure (256 bit encryption) Reconciliation feature within the app.
    Step 3


    Reconcile the charges reported by your financial institution against what you’ve recorded in your SimplyWise account. Find fraud quickly! SimplyWise will match your transactions to your bank/credit card spending and check those items off.
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