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Articles in this section

  • New Offering Checklist
  • Add a New Offering
  • Creating a Private Class
  • Min & Max Payment Thresholds and Oversubscribing on Offerings
  • Add an Embedded Video to an Offering
  • Add Check and Wiring Instructions
  • Publish an Offering & Override Display Name
  • Invite to Invest
  • Close a Class or Offering
  • Building A Fund Offering
See more

Add Check and Wiring Instructions

1. Navigate to the Projects tab. Select Entities from the drop-down menu:

Screenshot_2022-08-25_121226.png

2. Search for the entity you need to add Escrow Instructions to. Select the drop-down arrow to the left of the entity name and choose Add Escrow:

Screenshot_2022-08-25_121810.png

3. Add Check and/or Wiring Instructions:

mceclip1.png

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Note:  The information entered into the Bank Payment Reference field will completely override the default entry for the payment reference, which is "Company Name - Entity Name, Class Name" OR "Company Name - Custom Title."

Adding Escrow Instructions from the Project

1. From the Project Summary level, navigate to the entity you wish to add escrow instructions for:

Screenshot_2022-08-25_123526.png

2. Select the three action dots under the Project Actions tab. Select Add Escrow and repeat step 3 from the previous section:

Screenshot_2022-08-25_123737.png

 

 

 

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Related articles

  • New Offering Checklist
  • Fund Investment Details
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  • Export Banking/Tax Information
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