Introduction
You can add or update your personal bank details in Ledgy to receive payments related to your equity holdings. This information is used when your company processes payments for share exercises, dividend distributions, or other equity-related transactions. Keeping your bank details current ensures you receive payments promptly and without issues.
Steps to enter or update your bank details
Follow these steps to add or update your personal banking information:
Log into your Ledgy account - Access your stakeholder portal using your login credentials.
Navigate to Settings - Click on "Settings" in your account navigation menu.
Go to Bank Information - In the Settings menu, locate and select "Bank Information" to access your banking details page.
Click the edit button - On the Bank Information page, click the edit button to open the bank details form.
Enter your banking details - Fill in all required fields with your current personal banking information.
Save your changes - Once you've entered all information accurately, click the "Save" button located in the bottom right corner of the modal window to confirm your updates.
Your bank details will be immediately updated and used for any future payments processed by your company.