Add Bank Account on Investor Portal 2020

Step 1: Click your Name at the top right. Click 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 want to add the bank account to each profile type.

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Step 3: Click + 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. Click Save one finished. 

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To set a Bank Account as default, select the radio button next to the payment type. 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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