# Managing Settings & Bank Accounts

### Overview

The Settings portal is your central hub for managing business information, verifying your identity (KYC), and linking the bank accounts used for funding investments and receiving payouts.

### Steps

#### Step 1: Access Settings

Navigate to the Settings tab in the sidebar menu. Here, you will see an overview of your account status, including Platform Status and Payment Verification.

<figure><img src="/files/SGX8Mr99SqDU01aHjkKT" alt=""><figcaption></figcaption></figure>

#### Step 2: Verify Your Identity

Under the Payment Verification section, ensure your account is "Verified."

* If prompted, you may need to provide additional Know Your Customer (KYC) documentation.
* This is required to both fund investments and receive payouts.

***

#### Step 3: Manage Business & Representative Details

Review the Business Details and Account Representative sections to ensure all registered information is current.

* Business Details: Includes your ABN/ACN, registered address, and business type.
* Account Representative: The primary contact for the account. You can monitor the "Verification Status" of the representative here.

***

#### Step 4: Set Up Payout Bank Account

The Payout Bank Account is where your investment returns and principal repayments will be sent.

* Ensure the Status shows as "Active."
* Note: This account is kept separate from your funding accounts for security and clear accounting.

***

#### Step 5: Add a Funding Account

To invest in marketplace opportunities, you must link at least one funding account.

1. Scroll to the Funding Accounts section and click + Add Account.
2. In the drawer, enter the Account Holder Name, BSB, and Account Number.
3. Set a Payment Limit (the maximum amount that can be drawn in a single transaction).
4. Click Add Account.

<figure><img src="/files/ldjdVRQaasZQ2CSksquX" alt=""><figcaption></figcaption></figure>

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#### Step 6: Authorize the Connection

After adding a new funding account, the status will show as Pending Authorization.

{% hint style="info" %}
Action Required: You must log in to your banking app or portal to approve the PayTo authorization request. This links your bank securely to Control Super.
{% endhint %}

Once authorized, you can click the three dots `...` next to any account to Edit Payment Limits, Remove Account, or Set as Default.

***

### Tips for Success

* Check Limits: Ensure your "Payment Limit" on the funding account is higher than the amount you intend to invest, or the transaction will fail.
* Default Account: Setting a default funding account speeds up the checkout process in the Investment Marketplace.

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