ACH Setup Instructions

Linking Your Bank Account to the Investor Portal

In order to receive your distributions on time, you'll need to ensure your bank account is linked properly in your online investor portal. Below are step-by-step instructions to set this up. If you have any issues, reach out [email protected].

  • Step 1: Log into your investor portal:
  • Step 2: Click on "Settings" from the main menu
  • Step 3: Click on "Linked Bank Accounts"
  • Step 4: Click "Add New"
  • Step 5: Make sure you check the box to add your bank account to the correct investor account, and then click "Add New Bank Account"