Your default distribution payment method reflects the instructions you most recently provided. If you only have one method configured, this will be your default option.
When you begin the subscription process for a deal, you will be asked to provide your preferred distribution payment method. You can select the default option, add a new one, or switch to another method that you have defined.
For existing investments, you can change your preferred distribution method at any time.
Switch to another payment method
You can choose to receive distribution payments using one of the other payment methods when you have defined more than one for this investor account.
=> Select Investor Accounts from the menu
=> Click on the Investor Account
On this screen, you will see the area for Payment Instructions where your current payment method is shown. Click on Manage to show the details for your current method.
You can see the details for your current method and for any others you have already defined for this investor account. You can leave the current payment method in place or select one of the other options you have previously defined. Be sure to click on Make Default to save the change.
Future distribution payments will be paid using your new default method.
Configure a payment method
If you want to add a new payment method or revise the instructions for an existing payment method, refer to this article.
Related Materials
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].