Key Steps
Step 1: Access Wire Instruction Screen 0:00
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Navigate to the final screen, the wire instruction screen.
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Download the PDF or take a screenshot of the wire instructions.
Step 2: Confirm Fund Wiring 0:09
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Use the provided numbers to wire your funds.
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Confirm that you have wired the funds as directed.
Step 3: Link Payout Method 0:20
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Identify the payout method for receiving investment earnings.
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Ensure you have a payout bank account linked to your investment profile.
Step 4: Save and Continue 0:39
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Click 'Save and Continue' to proceed to the Completion screen.
Step 5: Link Bank Account 0:49
If you see 'go-to profile' after clicking 'Save and Continue', follow it to update or confirm your payout account.
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Each investment profile can only have one payout account.
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If prompted, re-enter your bank account information to confirm it is up-to-date.
Step 6: Manage Payout Account 1:46
- Choose to link your bank account using Plaid or manually enter your routing and account information.
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If you have previously linked an account, you may need to manage it and can do so here.
Step 7: Save Changes 2:06
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After linking your bank account, click 'Save' to update your changes.
Cautionary Notes
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Ensure that the bank account linked is valid and accessible for receiving distributions.
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Double-check all entered information for accuracy to avoid delays in fund transfers.
Tips for Efficiency
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Use the Plaid option for quicker linking of your bank account if available.
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Keep your bank account information handy to streamline the manual entry process.