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home/Knowledge Base/Property Owner Related/How to add bank information to a portfolio?

How to add bank information to a portfolio?

4 views 0 February 9, 2023 Updated on February 13, 2023 mippsupportadmin

You can add your bank information to a portfolio. Bank information is only useful when paying the owner by EFT.

Follow the steps below to add a portfolio:

  • Go to Property Management > Properties
  • Click on ‘Other Actions’ and select ‘PORTFOLIO/GROUPING.’
  • Click on the Portfolio
  • Add Institution Number, Branch Number and Account Number
  • Click Update

 

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  Where to view a portfolio report?

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