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Search results for:transact

Transact: How to Create a Transact Account
The following article will help run you through creating a Transact Account… To open a Transact account within InvestNext, you will first get started at the Project level… From the Project, navigate to the Payments section, then click on the "Open Transact Account" button
Transact: Initiate a Wire Transfer from your Transact Account
If you need to move funds from your Transact account to another operating bank account, you have the… To get started, click on the "Transact Account" under the Account column
Transact: Make your Transact Account the Default Bank Account
You have successfully created your Transact account
Transact: Frequently Asked Questions
What does it cost to use Transact? Transact is included at no cost for all InvestNext clients… Can I use Transact across multiple raises? Yes… Does Transact offer transaction monitoring? Yes
Transact: Complete, Manage, and Verify Account Setup
This is the second step in setting up your Transact Account… At this stage, you have successfully filled out the qualifying information for setting up your Transact
Set-up InvestNext Payments (Automated Payments)
In this screen: Select the Open Transact Account option to apply for a Transact deposit account… by Grasshopper Bank, N.A., Member FDIC, by following the prompts after you have clicked the Open Transact
Transactions: a brief overview
In this article we are going to cover some of the basic concepts of recording transactions in InvestNext… InvestNext has the ability to automatically record investor transactions. … Nevertheless, if you ever need to manually record any investor transactions, you will be able to perform
How to Move a Transaction from One Position (Account) to Another
This article will walk through the process of moving any transaction types from one account to another within a project/capital raise… Choose the Account to move the transactions to, and confirm by clicking "Move Transaction" Please… no units/funds will be transacted.
ACH Payment Transaction Time
These two transactions result in the effective 3 - 5 business day transaction time from your bank account… A single bulk transaction from your bank account to the payments network for the full amount of all outgoing… An individual transaction from the payments network to each investor
Set up the Email Domain for your InvestNext Portal
Set-up a custom email domain for all transactional emails sent from your InvestNext portal