Updating an Investor's Distribution Preference

Managers can update a distribution preference on behalf of an investor.

Updated over a week ago

To update your investor's distribution preference, log in to your manager dashboard and select Accounts. From here, you can search for an account 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 click Edit. This will display all possible distribution preferences for the selected opportunity.

If you are presented with a preference that you do not want enabled for the selected opportunity, please contact Support@verivest.com for assistance.

Update the preference, including adding the relevant details of the change (such as bank details, address or split) and select Save.

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 support@verivest.com

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