Add Bank Account on New Investor Portal

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


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.


Fill out the information needed to set up the Bank Account. Click Save one finished. 


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


Was this article helpful?
0 out of 0 found this helpful