Investor Onboarding: Connecting Your ACH Bank Account to the Investor Portal as a Business Investor

Log in to Your Account.

• Once logged in, select Bank Accounts from the left navigation menu.

Fill in Your Personal Information.

• Skip the pre-filled email section and enter your first and last name (must match your legal name—no nicknames or abbreviations).
• Provide your legal business name and business type (ensure the business name matches exactly with what’s on your IRS EIN letter).

Fill in Your Business Information.

• If applicable, fill out the DBA (Doing Business As) section. If not, skip it.
• Enter your address exactly as shown on your IRS EIN letter to avoid delays.
• Fill in the drop-downs for business classification and industry.
• Provide your EIN number (listed on your IRS EIN letter).

Enter Your Role Information.

• Fill in the title related to your role in the LLC.
• Enter your date of birth and address (make sure it matches the address on your state ID or driver’s license).
• Enter the last four digits of your Social Security number, check the agreement box, and click Agree and Continue.

Verify Completion.

• If done correctly, you’ll see a “Completed” message. If not, the system will request additional documents for verification.

Add Beneficiary Owners.

• Click Add Owner and provide the necessary details (legal name, Social Security number, and address as listed on your ID).
• Certify the beneficiary owner and submit the information.

Add Bank Information.

• Click Add Bank Information, check the box, and click Agree and Add Bank.
• Check your email for a verification code, enter it, and submit.

Connect Your Bank Account via Plaid.

• You will be prompted to connect your bank account through Plaid.
• Choose your bank from the list or input your telephone number and hit Continue. If your bank isn’t supported by Plaid, you will need to choose a bank that is.
• Follow the prompts to log into your bank account.

Select Your Primary Bank for ACH Transfers.

• Once connected, your bank will appear in the list. If you have more than one, choose the primary bank for ACH transfers.
• If needed, you can add additional banks and set one as the primary.

Send Funds to Your Fund Manager.