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How to Add Bank Information in a Portfolio?
Tanvir Mahedi
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0 step
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34 seconds
Mipropertyportal
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Log into the Admin Portal
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Go to "Property Management" dropdown on the left navigation
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Click on "Properties"
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Click on the "Other Action" dropdown on the right side of the screen
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Click on "PORTFOLIO/GROUPING"
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Click on the "Edit" icon of the chosen portfolio that you want to add the bank information to
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Fill the fields under "Institution Number"
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Complete the field under "Branch Number" field.
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Put account number under "Account Number" field.
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Click on "Update" to finish up
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Once it is set up, you will see a message similar to this on the screen
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