How to Export Investor Bank Details

This article details the steps to export investors' preferred distribution methods and bank details.

If you are looking to export investor bank details for an offering in order to perform distributions through your bank, you can easily do so by following these steps:

1. Navigate to Reports > Investments.
2. Select the appropriate offering from the dropdown menu.
3. Choose the option to export the report as an Excel file.

Once the report is generated, scroll down to the right to locate the bank details of the investors. This will provide you with the necessary information for processing distributions effectively.