Step 1: Access Account Settings 0:00
-
Log in to your TridentVest account.
-
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
-
In the Account Settings, locate your account information.
-
Click on the Profiles tab.
Step 3: Select Your Profile 0:24
-
Identify the profile associated with your investment.
-
Click on the relevant profile to access its details.
Step 4: Locate Payout Method Section 0:32
-
Scroll down to find the Payout Method section.
-
It may show as Optional or Undefined.
Step 5: Add Payout Method 0:48
-
Click on the option to add your payout method.
Step 6: Choose Linking Method 1:00
-
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
-
After entering your payout method details, make sure to click Save in the upper right corner.
Step 8: Confirm Profile Linking 2:00
-
Ensure that the payout method is linked to the correct profile associated with your investment.