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By the end of this guide you'll have a bank account connected to one of your investing entities in Covercy One, linked to your positions, and submitted for your fund manager's approval — so your next distribution can be paid out to the right account.
Note
You must have at least one investing entity set up before you can add a bank account. If you haven't created one yet, go to Settings → Investing Entities to add it first. Bank accounts are organized by investing entity, so each entity can have its own account.
Warning
Covercy will never ask you to share your password, two-factor codes, or banking credentials by email, text, or phone. Always navigate to Covercy One directly rather than following links in unexpected messages. Only add or update bank account details from within your investor portal.
Open the Banking page
- Sign in to your Covercy One investor portal.
- Select Banking from the navigation menu.
- The Banking page opens and shows a tab for each of your investing entities. Select the tab for the entity you want to add a bank account to.
Add a bank account
- In the Bank Accounts panel for the selected entity, select + Add Account.
- The Add Bank Account drawer opens.
- Choose how you'd like to connect your account:
- To link your account securely and instantly, select and follow the prompts. Plaid verifies your account directly with your bank.