All Collections
Manager Support
Managing Investments
Managing New Investments
Editing the Investment Account, Distribution Preference or Funding Method on an Investment
Editing the Investment Account, Distribution Preference or Funding Method on an Investment
Updated over a week ago

Note: If Subscription documents have already been sent, you will need to "void" the documents in order to access the edit options, except for updating distribution preferences. Distribution preferences are always editable.

Changing Investment Accounts:

  1. Click on Investments from your portal

  2. Locate the pledge you need to update

  3. Click EDIT from the account card

  4. Enter the new account and click save (or create a new account)


Changing the investors distribution preference:

  1. Click on Investments from your portal

  2. Locate the pledge you need to update

  3. Click on EDIT on the distribution preference card

  4. Select the new preference & click update


Changing the used funding method:

  1. Click on Investments from your portal

  2. Locate the pledge you need to update

  3. Click EDIT on the funding method card

  4. Select the new funding method & click save

Did this answer your question?