Bank detail changes
Short answer: Bank detail changes keeps your firm’s bank detail change records — investors see only their own.
Bank detail changes keeps your firm’s bank detail change records — investors see only their own.
- What’s recorded: Investor, Bank, Account (last 4 only), Routing (last 4 only), Reason, Call-back verified on
- Steps: Requested → Approved / Rejected; Approved → Applied / Rejected. The database only allows these moves.
- Two-person approval: whoever created it can’t approve it.
- Investor emails go out when a record reaches: Applied, Rejected.
- Investors can create these from their portal.
- Use + New to add one, click a row to open it, and Export CSV to download. Every change is in the Audit trail.
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