How to Add Bank Information in a Portfolio?
Tanvir Mahedi
|
11 steps
|
34 seconds
Mipropertyportal
1
Log into the Admin Portal
2
Go to "Property Management" dropdown on the left navigation
3
Click on "Properties"
4
Click on the "Other Action" dropdown on the right side of the screen
5
Click on "PORTFOLIO/GROUPING"
6
Click on the "Edit" icon of the chosen portfolio that you want to add the bank information to
7
Fill the fields under "Institution Number"
8
Complete the field under "Branch Number" field.
9
Put account number under "Account Number" field.
10
Click on "Update" to finish up
11
Once it is set up, you will see a message similar to this on the screen
