Updating Fund Wire Instructions
- From Investor Relations, click into the Funds tab and select the Fund for which you want to update the Wire Details.
- Click on the Update Wire Instructions button
- Update the Wire Details and review for accuracy.
- Once you have entered and reviewed the wire details, entire your name in Fund Wire Instruction Update Submitted By and click Request Instructions Update.
Approving Updates to Wire Details
Once an update to Wire Details has been submitted, an email will be sent to the client alias. From that email you can click into the link to Approve the update:
This will take you directly to the Update Request where you can review and Approve or reject the request.
- To approve the Fund Wire Details Update Request, click the Approve Request button.
- Click Edit to edit any information prior to approving.
- Once you click Approve Request you will need to enter in your name and then click Approve Request.
- Once approved the Updated Wire Details will pull through into the Investor Portal. A confirmation email that the wire details were approved will come through to the client alias.
To access the Update Requests tab from FundPanel Advisor:
- Click on the + icon from the top ribbon in Investor Relations.
- Scroll down and click on Update Requests.
- From the dropdown select My Pending Wire Instructions.
