Meet Neo, your AI-powered Co-GP.
By the end of this guide you'll be able to read the bank-account status of each position, link a bank account to a position, review and act on account requests from your investors, change a linked account, and set a default account for an investing entity so future positions are handled consistently.
Note
Linking a bank account to a position determines which account distributions for that holding pay out to. Only eligible accounts for a given position can be linked, and account changes that an investor requests take effect only after you approve them.
Read the position status badges
Each position shows a status badge describing its bank-account state. Not linked means no account is set yet. Pending means an account has been requested and is awaiting approval. Change requested means the position already has a linked account and a different one has been requested. Linked means an account is assigned and shown with its last four digits. Positions that still need attention are listed first.
Link a bank account to a position
- Go to the Banking section and find the position you want to link.
- On a position showing Not linked, select Set account.
- Choose an eligible account from the list. Each option shows the account name and its masked last four digits.
- To use an account that isn't listed yet, select + Add new account and complete the account details, then return to link it.
- Confirm your selection. The position updates to reflect the new state.