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  • Investor Portal Login FAQ
  • Investor Dashboard Login & Tour
  • Managing Your Profile
  • How to Add An Additional Profile
  • Add Bank Account
  • Investor Password Reset
  • Portfolio Performance
  • Locating K-1s and Other Documents in the Investor Portal
  • Bulk Download Investment Documents
  • Locating Email Communications
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Add Bank Account

Step-By-Step:

Step 1: Select your Name at the top right. Select Manage Profiles.

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Step 2: Scroll until you find the profile you'd like to add a bank account to. If you have multiple investment vehicles with unique bank accounts, you'll need to add these bank accounts to each profile type.

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Step 3: Select Add Payment Method to add a new bank account. Note the option to Edit or Delete an existing bank account in the list.

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Fill out the information needed to set up the Bank Account. Note the required fields as indicated by red asterisks. Select Save once finished. 

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To set a Bank Account as the payment default, select the radio button under your available Payment Methods. You will get a message alerting you that the default bank account has been updated. 2020-07-30_11-10-44.png

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To show or hide the distribution method used for former investments in a given project, go to Investor Settings > Offering Preferences and check or uncheck 'Display Distribution Method:'

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This allows the investor to see the current distribution method being used for the investment on the Offering Page. The investor can also make changes to a former distribution method (for future distributions) once a new bank account has been added:

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