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Investor Portal Guide
Distribution Payments
Investor Portal Guide - Distribution Payments Overview
Investor Portal Guide - Distribution Payments Overview

Discover how to enable and manage your distribution payments

Joni Reeves avatar
Written by Joni Reeves
Updated over a week ago

Distributions are made using the payment instructions identified for each investor account. Instructions are entered at the time you create an account or when you make an offer but can be changed at a later time. You can also define multiple payment options and switch between them as needed.

You manage distribution payments from the same area of the portal where you manage other details for investor accounts.

=> Select Investor Accounts from the menu

Define Payment Instructions

You can create a new investor account (click on New Account) and provide the payment method information at that time. Or, if you already have an investor account, you can select it and edit the payment method details.

Each time you make an offer, you are given an opportunity to review the default method, and you can create or change the payment instructions to be used for this deal.

Payment Methods

The funding options are:

ACH Direct Deposit

To set up ACH, you must provide:

  • Account Name

  • Bank Account Type

  • Account Number

  • Bank Routing Number

If you choose this method, keep in mind that:

  • The maximum amount for ACH direct deposits is $250,000.00

  • ACH currently supports U.S. Bank Accounts only

  • U.S. law and KYC/AML compliance requires verification of all users who are funding through electronic transactions - that includes you and your investors - which can take up to three business days

  • ACH transactions generally take 3-5 business days to complete

Mail Check

You can use the address set up for the account or specify a different mailing address for the payments.

Wire

To set up a wire transfer for distribution payments, you must provide:

  • Beneficiary Details

  • Financial Institution Details

  • Bank Account Details

Manage Payment Instructions

Once they are configured, you can switch between your defined distribution methods. The sponsor will send future payments using the method you select until or unless you change it.

Support Information

If you have more questions or feedback, please use the live chat in-app (located in the bottom right corner) or contact [email protected].

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