4 years ago
Wire Instructions Request Email
Fund admins can now trigger an email to request that Limited Partners update their wire instructions ahead of a distribution. The primary on the LP account and any users who have been granted wire instruction permission will receive an email letting them know its time to update.
The link on the email will bring them directly to the wire instructions tab for that fund, where they can confirm or update their instructions.
To request wire instruction permission, contact our support team at investorservices@carta.com.