Pay Investors via EFT
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Can we pay investors their interest payments using EFT?
Yes you can, if you are set up with your bank for EFT. Once that is configured, you will do the following:
- Make sure that the investment is set up with EFT information on the Deposit tab
- Make sure that your checking account is configured with the EFT information
- Use CW33 EFTS Report and File Generator to generate the EFT file(s)
