Setup Task

Connect investor funding routes

Add the funding and payout routes used for subscriptions, settlement, and treasury operations. This step is required before funding live requests, but not for basic workspace access.

Open request center Back to guided setup

Standalone add bank flow Standalone add wallet flow

Entity In Scope Entity not linked yet Funding methods belong to the investor entity and later appear in subscription flows.

Allowed Rails No rail policy Inherited from the active mandate and used to constrain eligible funding routes.

Payment Readiness Not started Needed before funding live requests or receiving treasury payouts.

Verified Methods 0 / 0 Verify at least one method before funding a request.

Route Setup

Add funding method

Add bank, wallet, or custody routing for funding and settlement.

Method label

Method type

Rail compatibility

Primary use case

Planned verification route

Verification Step

Verify linked methods

Confirm ownership and control checks after at least one typed funding route has been added.

Verification route

Control check

Approved methods keep their own checks and move into a ready-to-fund state.