InvestNext allows investors to link their bank account to their Investing Account, enabling them to receive distributions and to fund their investments through the Investor Portal using the Plaid integration.
***Our payment partners only support checking and Savings accounts to be linked via Plaid.***
Video Demonstration:
Step-by-Step Instructions:
How to Access Plaid from the Settings tab of your Investor Portal
Step 1. Log into the Investor Portal and click on the Settings tab.
Step 2. From the Settings screen, click the Linked Bank Accounts tab.
Step 3. Click the + ADD NEW button.
Step 4. A pop-up will appear with two options:
Add Your Bank Account with Plaid
Or, Enter Bank Information Manually
Select "Add Your Bank Account with Plaid."
You must use Plaid to fund your investment via ACH through the portal. Manually entered bank accounts can only be used to receive distributions.
Step 5. Plaid will launch and guide you through the process of securely connecting your bank account. It supports over 10,000 U.S. financial institutions and uses bank-grade security standards.
Step 6. Once connected, your linked bank account will be available as an ACH funding source for your investments, and you will be able to receive distribution payments into this bank account as well.