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How to See if Investors Have Linked Banking Details on the Investor Portal (VIDEO)
How to See if Investors Have Linked Banking Details on the Investor Portal (VIDEO)

How to check your Contacts page for investors who have linked their bank accounts on the investor portal.

Brad St. Onge avatar
Written by Brad St. Onge
Updated over a week ago

Step 1: Navigate to Contacts

Step 2: Select the Filter button

Step 3: Select the Edit Columns tab

Step 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.


An Extra Tip: Filter by Project

The following video will show you how to view investors in a specific project who have or have not added their bank accounts to the investor portal. This is beneficial when needing to check which investor is able to receive ACH distributions.

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