Add Check and Wiring Instructions (Legacy Investor Portal)

Step By Step Instructions

Step 1

Navigate to your project by hovering over the "Projects" tab in the top left corner of IMS, and selecting "Project List." From here you can select the project you would like to edit, or use global search to find it as well. After selecting the project, navigate into the correct entity and class that you are looking to edit the check and wiring information for. 

Step 2

Click on the three dots icon in the top right corner of the screen, and select "Edit Sales Offering."
Once you are here, go to the "Escrow" tab. From here, you will need to fill in the information that you would like to display for the check or wiring instructions for this specific sales offering. 

Step 3

Lastly, click on "Next" at the bottom of the screen, enter any other details that you would like to include, and click on "Save" on the last page, saving your progress.