---
title: How to Link Your Payout Account
description: This SOP outlines the steps to link your payout account in Trident, ensuring that your payout method is correctly set up for your investments.
---

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# How to Link Your Payout Account

## This SOP outlines the steps to link your payout account in Trident, ensuring that your payout method is correctly set up for your investments.

**Step 1: Access Account Settings** [0:00](https://loom.com/share/228daf5ba72e4852abd7cd1d298597e8?t=0)

![generated-image-at-00:00:00](https://loom.com/i/8b0135dc57464ba19c54006740cc9eec?workflows_screenshot=true)

- Log in to your [Trident account](https://trident.tribevest.com).
- Navigate to the upper right-hand corner.
- Click on the drop-down menu and select **Account Settings**.

 

**Step 2: Go to Profiles Tab** [0:09](https://loom.com/share/228daf5ba72e4852abd7cd1d298597e8?t=9)

![generated-image-at-00:00:24](https://loom.com/i/ed25bb59cc724f2a8ddf6f6bad25f212?workflows_screenshot=true)

- In the Account Settings, locate your account information.
- Click on the **Profiles** tab.

 

**Step 3: Select Your Profile** [0:24](https://loom.com/share/228daf5ba72e4852abd7cd1d298597e8?t=24)

![generated-image-at-00:00:24](https://loom.com/i/ed25bb59cc724f2a8ddf6f6bad25f212?workflows_screenshot=true)

- Identify the profile associated with your investment.
- Click on the relevant profile to access its details.

 

**Step 4: Locate Payout Method Section** [0:32](https://loom.com/share/228daf5ba72e4852abd7cd1d298597e8?t=32)

![generated-image-at-00:00:48](https://loom.com/i/33e6d9d2c84546809b195eb26a6f29d3?workflows_screenshot=true)

- Scroll down to find the **Payout Method** section.
- It may show as **Optional** or **Undefined**.

 

**Step 5: Add Payout Method** [0:48](https://loom.com/share/228daf5ba72e4852abd7cd1d298597e8?t=48)

![generated-image-at-00:00:48](https://loom.com/i/33e6d9d2c84546809b195eb26a6f29d3?workflows_screenshot=true)

- Click on the option to add your payout method.

 

**Step 6: Choose Linking Method** [1:00](https://loom.com/share/228daf5ba72e4852abd7cd1d298597e8?t=60)

![generated-image-at-00:01:00](https://loom.com/i/6e9dd56f3943481a9a7071610a79f886?workflows_screenshot=true)

- You can link your account using **Plaid** or enter details manually:
  
    - **Using Plaid:**
      
          - Click on the **link my bank account** button.
          - A Plaid module will pop up for you to complete the linking process if you have a Plaid account.
    - **Manual Entry:**
      
          - If you prefer not to use Plaid, enter the following details:
            
                  - Payee Name
                  - Routing Number
                  - Account Number
                  - Specify if it’s a Checking or Savings account
                  - Indicate if it’s an Individual or Business account.

 

**Step 7: Save Your Information** [1:50](https://loom.com/share/228daf5ba72e4852abd7cd1d298597e8?t=110)

![generated-image-at-00:01:50](https://loom.com/i/d008fa66477a40a29ec2423c7a4db592?workflows_screenshot=true)

- After entering your payout method details, make sure to click **Save** in the upper right corner.

 

**Step 8: Confirm Profile Linking** [2:00](https://loom.com/share/228daf5ba72e4852abd7cd1d298597e8?t=120)

![generated-image-at-00:02:00](https://loom.com/i/b306ac29a8704337afa99c82bc051d2c?workflows_screenshot=true)

- Ensure that the payout method is linked to the correct profile associated with your investment.

### Link to Loom

[https://loom.com/share/228daf5ba72e4852abd7cd1d298597e8](https://loom.com/share/228daf5ba72e4852abd7cd1d298597e8)

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