As an investor, you can manage bank accounts linked to your investing entity directly in the Investor Portal. Follow the steps below to add a new account or edit an existing one.
Step 1: Access Entity Settings
Click your name in the top-right corner of the portal
Select Update Entity Settings
Step 2: Go to Bank Accounts
Click the Bank Accounts tab
Step 3: Add a Bank Account
Click Add Bank Account
Fill in the required details in the dialogue box
Click Add Bank Account to save
Edit a Bank Account Nickname
Locate the bank account you wish to update
Click the ellipsis (...) next to the account and select Edit
Update the nickname to make it easier to identify if you have multiple bank accounts
Click Confirm to save your changes
Note: Only the nickname can be changed. Other details, such as account number or bank name, must be updated by contacting your fund manager.
What Happens Next
The bank account will remain in pending status while the fund manager reviews it, and they may contact you if further information is required before verifying or declining the change
If you have any questions or need help at any stage, please contact your fund manager for support.