Distributions

• Within the investment click on the Distributions tab

• Click "Add Calculated Distribution"
  • Distributions have two modes: Draft and Final.
  • Draft is before you send the money. Passives won’t see distributions in Draft mode.
  • After the money is sent then set it to Final and it will then display in the Passives portal.

• Fill out the information, click "Add Distribution"

• Click on the dropdown menu to the left of the date to view the distribution

• To change it to final mode click on the blue pencil button on the far right, switch to "Final" and click save. It is now available for Passives in their portal.

Once in Final mode the next 3 buttons are now available to click. NACHA download, send email to notify passive of distribution, and download excel sheet of distribution (left to right)