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  • Writer's pictureKnowledge Base

Investor portal: Changing payment instructions

If you would like to update the bank account information we use to send distributions, please follow the steps listed below to do so in the Glencrest investor portal.

Note: We prefer for investors to update this information directly as it's more secure (no need to email the information) and reduces the likelihood of mistakes, e.g., if you were to call to relay the information over the phone.

Here are the steps to update payment information:

  1. Log in to your Glencrest investor portal account

  2. Click the gear icon in the upper right corner

  3. Click Settings

  4. Choose the investment account(s) you want to create or update by selecting the check box to the left of each corresponding row

  5. Click Actions

  6. Select Update payment method

  7. Click Continue.

  8. Enter banking information and click Continue.

  9. Accept the terms of agreement and enter your name.

  10. Click Confirm to save changes. A summary of the new payment method appears including which investments were updated.

  11. Click Finish to return to the investment accounts settings page.

As always, if you have any questions, please don't hesitate to call us or email us at

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