How to remove a bank account from an investor profile?

The article explains the steps a sponsor or investor can follow to add a new bank account or update an existing one, associated with their profile.

Steps to add a new bank account to an Investor Profile

• Search for Investor name from the top search box
• Expand the  preferred investor Profile and  under Distributions section, select ACH and add the Bank account details (Bank Name, Account number and Routing number)

Steps to Update an Existing Bank Account and Remove an Old Bank Account.

To update an existing bank account, follow the same steps outlined above to add a new bank account to the Profile. After successfully adding the new bank account, select it as the Primary account from the drop down to ensure all future payouts are directed to this preferred bank account.

Steps to Delete an Bank account

To delete a bank account from an Investor Profile, it is important to have at least one active bank account.

After adding the new bank account, follow the below steps.