How To: Add or Edit Distribution Payment Methods

Occasionally a sponsor will need to update your distribution payment preferences or need to return your funds to you, when it is mutually agreed by yourself and the sponsor, or in rare cases where the deal does not go through, etc. CrowdStreet takes data security very seriously, and strongly advises that you provide your wire information to the sponsor via our secure platform and DO NOT send it via email. Please follow the instructions provided below. 

1. Click here to access your CrowdStreet investor account. Click on the investing entity from which the funds were sent.

 

2. Scroll down to the section under the heading "Distribution Banking Information". Select "Wire" from the dropdown menu. Provide all of the required information and optional fields as needed.

 

3. Click Save Changes, located in the upper right corner of the window.

 

4. Confirm with the sponsor that you have saved your wire instructions to your investor profile in the CrowdStreet portal. They will be able to access this information via their secure connection.