Bank Information

The Section: Bank Information section allows you to manage your banking details for receiving cashouts and dividends.

Location

Investor Portal > Bank Information

Bank Information Tab Location

Bank Information Table

The Table: Bank Information List table displays your saved banking details.

Columns: Bank Information List Table

The Column: Columns for the Table: Bank Information List table can be found at the top of the table:

Bank Information Table Column Headers

The Table: Bank Information List table includes the following columns:

• Column: Account Name - Name assigned to identify this bank account

• Column: Bank Name - Name of the financial institution

• Column: Routing Number - Nine-digit routing number identifying the bank

• Column: Account Number - Your account number at the bank

• Column: Bank Account Type - Type of account (Checking or Savings)

• Column: Action - Available actions for managing this bank account

Available Actions

Add Bank

Note

You can also add a bank by selecting the Add Bank button on the Bank Information page.

To add a new bank account:

1. Action: Select the Add Bank button.

   

   Add Bank Button Location

Edit Bank Details or Add Bank

Important

The only way to edit bank information is to add a new bank account. You cannot modify existing bank details directly.

To edit existing bank information:

1. Action: Select the Edit Bank button for the bank account you want to modify.

   

   Edit Bank Button Location

2. The Edit Bank popup will appear. To add a different bank, Action: Select the Add New Bank button.

   

   Add New Bank Button on Edit Bank Popup

   Cancel Option

   Select the Cancel or X button if you would like to abort the process.

   

   Cancel Edit Bank Option

   

   Edit Bank Cancel Note

3. The Bank Information popup will appear where you can enter new bank details.

   

   Bank Information Popup

4. Action: Select the dropdown menu to view available banks.

   

   Bank Selection Dropdown

5. Choose your bank from the list.

   

   Bank Selection Menu

6. Action: Select Save to confirm your selection.

   

   Save Bank Selection

7. Verify that your new bank has been added to the main screen.

   

   Bank Successfully Added

View Bank Details

To view detailed bank information:

1. Action: Select the View Bank Details button for the bank account you want to review.

   

   View Bank Details Button Location

Remove Bank

To remove a bank account from your profile:

1. Action: Select the Remove Bank button for the bank account you want to delete.

   

   Remove Bank Button Location