To update your investor's distribution preference, login to your manager dashboard and select Accounts. From here you can search for an account by using the global search bar or filter options.
Select the investor account and select Distribution preferences.
Select the investment you wish to change the preference for and select Edit.
Update the preference, including adding the relevant details of the change (such as bank details, address or split) and select Save.
Upon clicking “edit” to make a change to the distribution preference, you’ll notice that “RECEIVE” is the only option. Select “continue” at the bottom of the screen to proceed and then update the investors distribution preference to a check or input the investors banking information.
Your investors can also update distribution preferences from their portal. Click here to view the investor self service article for updating distribution preferences.
Need help? Contact email@example.com