Distributions
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      1. SynPro Help Center
      2. Portfolio (Offerings)
      3. Distributions

      How can I view my investor's distribution preferences / bank details?

        Head to the Reports page and click on the Investments report. 

        This report will show all the details you need in order to manage the partnership including distribution preferences.


        You will receive an email notification if any of your investors update their profile details and you can view a summary of all changes using the Investor Profile Updates report at any time.




        👤 For questions or help with the process, email us at success@sponsorcloud.io or Schedule a meeting. An experienced Customer Success Manager will reach out to assist you.