The following instruction will guide you through updating a bank account on Investor Portal 2.0

  1. After logging into the investor portal: click on Settings.

  2. From the Settings screen: click on the tab that says “LINKED BANK ACCOUNTS”

  3. Click the 'Delete' button next to the bank account you would like to remove and update.

  4. Click on the purple button: + Add New

  5. You can add a bank account either by linking with Plaid or manually by typing in routing and account information. Plaid is a third-party integration that links to over 10,000 US financial institutions. Plaid's security practices are designed to meet or exceed the industry standards that banks and leading technology companies use.

    6. If you link your bank account manually, fill out all of the required fields and hit "Add New Bank Account"

    Field definitions:

    • BANK ACCOUNT NICKNAME: This field isn’t anything related to your bank. Just a friendly name to help you distinguish between accounts.

    • ROUTING NUMBER: This is your banks routing number. This can usually be found on your banks website.

    • ACCOUNT NUMBER: The specific account where you want the funds to be distributed.

    • ACCOUNT TYPE: This tells the system if the account is a checking or savings.

    • Link this bank account to...
      In this section you can select which investment accounts to link to your bank account.
      Distribution payments made to your selected investment accounts will then be sent to this bank account.

    NOTE: if you do not see the "Link this bank account to..." field, as shown in the example above, it is likely because you are not the primary account holder on this investor portal account and therefore have limited editing permissions.

This behavior is by design, as often times primary account holders will invite their spouses, business partners, CPAs and other authorized users (which have limited editing permissions) to their investor portal account.

If you believe that you should be the primary account holder on your investor portal account, please contact the investment group for the given portal.

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The following instructions will guide you through updating a bank account on Investor Portal 1.0.

  1. After logging into the investor portal: click on Profile

2. From the profile screen: click on the tab that says “LINKED BANK ACCOUNTS”

3. Click the 'Delete' button next to the bank account you would like to remove and update.

4. Click on the purple button: New Bank Account

5. Fill in all required fields and click on: Link Bank Account

Field definitions:

  • BANK ACCOUNT NICKNAME: This field isn’t anything related to your bank. Just a friendly name to help you distinguish between accounts.

  • ROUTING NUMBER: This is your banks routing number. This can usually be found on your banks website.

  • ACCOUNT NUMBER: The specific account where you want the funds to be distributed.

  • ACCOUNT TYPE: This tells the system if the account is a checking or savings.

  • Link this bank account to...
    In this section you can select which investment accounts to link to your bank account.
    Distribution payments made to your selected investment accounts will then be sent to this bank account.

NOTE: if you do not see the "Link this bank account to..." field, as shown in the example below, it is likely because you are not the primary account holder on this investor portal account and therefore have limited editing permissions.

This behavior is by design, as often times primary account holders will invite their spouses, business partners, CPAs and other authorized users (which have limited editing permissions) to their investor portal account.

If you believe that you should be the primary account holder on your investor portal account, please contact the investment group for the given portal.

Next article: Link an existing bank account to an investing account

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