How do I use an escrow account to accept investment payment? (ACH, Credit Card, Reg CF, Issuer Account)

To use an escrow account to accept investment payment on your WealthBlock platform, you first need to separately open up an escrow account for your offer with a provider.

WB partners with several providers that you are welcome to use.  Please feel free to click on each of the links below to lean more:

• WealthBlock Native Payments (ACH, CC, Escrow)
• North Capital

Once the account is open, follow the steps below in your platform:

1. Select Offers from the left menu
2. Click into the offer the escrow account should be tied to
3. Choose Investor Flow on the left
4. Click the gear icon on the Payment Method step
   
   

   
   

5. Check the box to Enable ACH
   
   
   
   
6. Select your provider
7. Enter the exact name of the escrow account as it appears in your provider's account admin interface
8. Click Save Changes
9. Once the escrow account has been linked, you will be able to accept ACH and credit card payments directly to escrow