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.