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(Duplicate - Unpublished and Deleting) Checking To See If Investors Have Linked Banking Details On The Investor Portal

How to check if investors have linked their bank accounts on the investor portal

Updated over a month ago

  1. Navigate to 'Contacts'

2. Select the 'Filter' button

3. Select the 'Edit Columns' tab

4. Select the 'Warnings' column

  • The 'Warnings' column will appear on the 'Contacts' list and will display the 'Missing ACH Details' tag if an investor has yet to link their bank account.

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