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Articles in this section

  • MFA - Multi-Factor Authentication for Investors
  • Metric Groups
  • Customizing Portal Notifications
  • Investor Settings Tour
  • Investor Profile Editing Abilities
  • Terms and Conditions
  • Investor Dashboard Metrics
  • Custom Metrics
  • Offering Preferences
  • Project Preferences
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Banking Preferences

Overview:

Customize payment methods that investors can choose when making contributions and enable notifications for investment confirmations. 

 

 

Step by Step:

To start, you will want to click on the ‘Profile & Preferences’ menu in the top right of the page and choose ‘Investor Settings’ from the menu. Then choose ‘Waterfall/Distributions’ from the menu on the left.

BANKING_1.png

Under Banking Preferences, you can select the payment methods you would like to allow for contributions and for distributions. Check, AHC, Wire Transfer.

Make your choices then save.

BANKING_2.png

To update the investment email confirmation settings in the New Portal, please click General Settings, turn on the toggle under Investor Communication, and then save. 

BANKING_3.png

 

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