How to add bank accounts for Distributions

This guide provides step-by-step instructions on how to add a bank account to the investor portal and link it to your respective investor profile.

Step 1: Access Your Investor Portal
Log in to your investor portal. If you’re unsure of the portal's URL, please reach out to your Sponsor for assistance.

Step 2: Navigate to the Profiles Section
Once logged in, go to the Profiles section. Click on Bank Accounts, then select Add Bank Account to proceed.

Step 3: Enter Your Bank Account Details
A pop-up window will appear, where you’ll need to provide the following information:

• Nickname for the Bank Account: Choose a name that will help you identify the account easily.

• Bank Name: Enter the name of your bank.

• Account Type: Select either Checking or Savings.

• ACH Routing Number: Enter your bank's ACH routing number.

• ACH Account Number: Enter your ACH account number and confirm it by entering it again.

Once all fields are completed, click Save.

Step 4: Link Your Bank Account to Your Profile
After adding your bank account, it will appear in your list of accounts. Click Link Account to associate the bank account with your profile. This ensures that any distributions from your sponsor are credited to the correct bank account.