Adding your payment instructions in Sydecar is quick, and most importantly, secure.
1. First, log in to the Sydecar application (link to the Sydecar Login Page) using the email registered with your Sydecar account.
2. Then, click into the Profiles & Teams page and click on the Profile that is being refunded or is receiving a distribution payment.
3. Once on the Profile, scroll to the bottom of the page and then click "+ Add".
4. From there, you can enter your payment details by following the instructions on screen. US based Investors will have the option to select ACH or Wire for their payment and we generally recommend ACH payments for those investors where possible. Investors based outside the US will only be able to provide wire instructions.
**Helpful Tip** If your bank utilizes "For Further Credit to" information, you can add that in the last field. Many large brokerage institutions (some examples like Morgan Stanley, Fidelity, and Schwab) have payment structures in this manner.
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!