ACH Distribution

• Click "Settings" top right hand corner under your name
• Bank Accounts tab

• Click on the "New Bank Account" button to add a new account
  • Fill out this page, from your bank you will need to find out the 
    • Immediate Origin
    • Immediate Destination

• Check out the Roster tab to see what passives have entered in their ACH information. 
  • Green thumbs up means the ACH info is entered and good to go.
  • Red thumbs down means the ACH info is not entered. You can email these people and ask them to put in the info.
    • Here is how to set up ACH in your investing profile:
      - Go to Profiles on the Passive side (left hand of screen)
      - Click the blue pencil next to the investing profile you want to add ACH information.
      - Half way down you will be able to see where you enter in ACH information, fill out and click save.

• Once the distribution is done and in final mode you can click on the NACHA download file

• The NACHA button will bring up this page, select the bank account you want the money to be pulled from

• It will only let you select the individuals who have the ACH information entered. Click on the top square to select everyone. The bottom of the page will show you the transfer amount and the transactions included. 

• Click "Download NACHA File", save to your computer and either give it to your bank representative or upload on your bank website.