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How do I add Payment Instructions to Sydecar?

Adding your payment instructions in Sydecar is quick, and most importantly, secure.

First, log in to the Sydecar application (link: Sydecar Login Page) using the email registered with your Sydecar account.

(1) Then, click into the Profiles page and (2) click on the Profile that is being refunded or is receiving a distribution payment.Payments 1

(3) Once on the Profile, choose the Bank account tab, and click on (4) Add bank account.

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From there, you can enter your payment details by following the instructions on screen.

(4) US-based Investors will have the option to select ACH or Wire for their payment. We generally recommend ACH payments for those investors where possible.

NOTE: Investors based outside the US will only be able to provide wire instructions.  

(5) Click on Save once you are done.

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NOTE: If you choose Wire as the payment type and your bank uses For Further Credit to (FFC) information, you can add that in the last field. Many large brokerage institutions (e.g. Morgan Stanley, Fidelity, Charles Schwab) have payment structures like this.

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If you are waiting on a pending payment from Sydecar, please notify operations@sydecar.io that you've added your details so we can complete the payment. 

And as always, reach out to the Operations team at operations@sydecar.io if you experience any issues or have any questions about entering your payment details!