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How do I update my payment information?

Switch between check, direct deposit, and wire transfer in the Investment Portal.

  1. Log in to the Investment Portal.
  2. Select the appropriate program.
  3. Open the drop-down menu in the top toolbar and select Payment Options.
  4. Choose your preferred payment method: Check to Home Address, Direct Deposit, or Wire Transfer.
  5. Complete all required fields.
  6. Click Submit to save your selection.

To send cash distributions to an address other than your home address, use Secondary Address and select "Cash Distribution" as the address type. Address information entered there is used only for cash distributions.

Custody investments: Changes must be initiated by your advisor and custodian.