Investor Portal
Change Payment Instructions
If you need to update your payment instructions, this article will guide you through the steps to change this on the portal.
When will my updated payment instructions take effect?
The timing depends on the specific fund, as each one may have a different distribution schedule. To ensure your updated payment instructions are used, please submit changes by the 10th of the month.
Why can't I see my full payment instructions in the portal?
Only account administrators have access to view full payment instructions in the portal. Please contact your account administrator to request access if needed.