How can I update my payment method?
To update your payment method please log into your password-protected account: 1. Select ‘My Account’ at the top 2. Navigate to ‘Payment Method’ 3. Click the blue button ‘Add new payment method’ 4. Choose ‘CalTier Fund 1, LP’ offer from the drop-down 5. Select ‘Bank Account’ and follow the steps on the screen. Please note: our bank holds this information on their secure system linked directly to your private account. CalTier does not see or store these details.
I set up my “Auto Invest” feature, but I want to change the payment method/amount/date. How can I do this?
We definitely understand that sometimes you need to update your monthly investment - and that is why we make it so easy to do so. To change your "Auto Invest" feature, all you have to do is simply log into your password-protected account and follow the instructions below. 1. Log into your private dashboard here 2. Select ‘Portfolio’ at the top 3. Navigate to ‘INVESTMENTS’ 4. Scroll down and click the blue button ‘Active’ 5. Modify the amount or any information you'd like 6. Make sure to click 'UPDATE' to confirm Once this is set up, your future transactions will ...