How do I submit a request to distribute ACH funds from my custody account to investors?

Navigate to the Brokerage tab within the North Capital Portal and select ACH Distribution Requests

In the North Capital Portal navigate to the Brokerage tab. Then select the ACH Distribution Request from the dropdown. On the top right click the button ACH Distribution Submission. This will bring you to the form you will need to fill out to receive a distribution. You will need to upload a file showing the investors to be included in the distribution and the amounts they are to receive. The file you will upload can be in either .csv or .xlsx format. Once you submit the request our Custody Ops team will begin our review and reach out if there is anything further needed.

If you can not see the ACH Distribution Request from the dropdown on the left  please email Custody-ops@northcapital.com and they will work on getting you access.