---
title: Investor Link Payout Account Upon Investment Completion
description: This SOP outlines the steps to wire funds and link a payout bank account for investment distributions.
---

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# Investor Link Payout Account Upon Investment Completion

## This SOP outlines the steps to wire funds and link a payout bank account for investment distributions.

 

### Key Steps

**Step 1: Access Wire Instruction Screen** [0:00](https://loom.com/share/ff0bbb0d7939491e897ac9b9233c308a?t=0)

![generated-image-at-00:00:00](https://loom.com/i/20ffe2089f4c447596d2444551c132ac?workflows_screenshot=true)

- Navigate to the final screen, the wire instruction screen.
- Download the PDF or take a screenshot of the wire instructions.

**Step 2: Confirm Fund Wiring** [0:09](https://loom.com/share/ff0bbb0d7939491e897ac9b9233c308a?t=9)

![generated-image-at-00:00:09](https://loom.com/i/707ea0d9e3064ae19bbfa955b65ca6c9?workflows_screenshot=true)

- Use the provided numbers to wire your funds.
- Confirm that you have wired the funds as directed.

**Step 3: Link Payout Method** [0:20](https://loom.com/share/ff0bbb0d7939491e897ac9b9233c308a?t=20)

![generated-image-at-00:00:20](https://loom.com/i/3ced93916f174b60be22be14a1af699a?workflows_screenshot=true)

- Identify the payout method for receiving investment earnings.
- Ensure you have a payout bank account linked to your investment profile.

**Step 4: Save and Continue** [0:39](https://loom.com/share/ff0bbb0d7939491e897ac9b9233c308a?t=39)

![generated-image-at-00:00:39](https://loom.com/i/0dae9ca0c1604b22959c984814aa2bc6?workflows_screenshot=true)

- Click 'Save and Continue' to proceed to the Completion screen. 

**Step 5: Link Bank Account** [0:49](https://loom.com/share/ff0bbb0d7939491e897ac9b9233c308a?t=49)

![generated-image-at-00:01:21](https://loom.com/i/43ffdfd6d4694882a25538e8fe959a0c?workflows_screenshot=true)

If you see 'go-to profile' after clicking 'Save and Continue', follow it to update or confirm your payout account.

- Each investment profile can only have one payout account.
- If prompted, re-enter your bank account information to confirm it is up-to-date.

**Step 6: Manage Payout Account** [1:46](https://loom.com/share/ff0bbb0d7939491e897ac9b9233c308a?t=106)

![generated-image-at-00:01:46](https://loom.com/i/d01b1f2407a34425b8be1778c900c583?workflows_screenshot=true)

- Choose to link your bank account using Plaid or manually enter your routing and account information.
- If you have previously linked an account, you may need to manage it and can do so here. 

**Step 7: Save Changes** [2:06](https://loom.com/share/ff0bbb0d7939491e897ac9b9233c308a?t=126)

![generated-image-at-00:02:06](https://loom.com/i/d058580f64054f9b861c8d3ad0e4f46a?workflows_screenshot=true)

- After linking your bank account, click 'Save' to update your changes.

### Cautionary Notes

- Ensure that the bank account linked is valid and accessible for receiving distributions.
- Double-check all entered information for accuracy to avoid delays in fund transfers.

### Tips for Efficiency

- Use the Plaid option for quicker linking of your bank account if available.
- Keep your bank account information handy to streamline the manual entry process.

### Link to Loom

[https://loom.com/share/ff0bbb0d7939491e897ac9b9233c308a](https://loom.com/share/ff0bbb0d7939491e897ac9b9233c308a)

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