Add Bank Account

Step-By-Step:

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

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.

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.

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

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.

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:'

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: