How to Override the Owner Contact Payout Method of a Portfolio

Do you have an owner with multiple portfolios but only one owner contact, and that owner wants owner distributions to different bank accounts? This article will show you how to override the payment method set at the owner contact level.

• First, Click on Portfolios and search for the portfolio that you want to modify.  Once you are viewing the portfolio, move to the ellipse under the owner contact card and select Change Payout Settings. 

• From there a window will pop up and give you the option to toggle on the Override Contact Payout Settings.  Toggle on to change.

• Select the method you want to switch to here. 

• If you select eCheck or NACHA you will need to fill in the Account info and then click SAVE.