Path: "Payments" > Bankhaus Gebr. Martin
Note: If you issue securities or stocks, you can use our interface with Bankhaus Gebr. Martin to record the entry of these securities into the investors' portfolios. For the bank to manage the entry into the investors' portfolios, a depot number is mandatory.
Trustee: Bankhaus Gebr. Martin
Set-up
After contacting the bank, you'll receive account information and the ISIN number of the security. You'll need to enter this information in the emission at the appropriate locations.
Entry of the security
Once the investors' investments are received in the trust account, the bank transmits the investment data to GO through an interface, and the investment status is set to ACTIVE. If investors have provided their depot data, the bank then proceeds to record the entry into their portfolios.
- Account Statements: Here, you can view all payment-related data. The data is organized according to the respective emissions. The status can be PROCESSED or FAULTY. If the status is FAULTY, please contact your personal relationship manager at portagon or our Customer Success Team at success@portagon.de .
- Bank Transactions: In this section, you'll find a list of all payments with various statuses.
- CSV Uploads: The information provided to Bankhaus Gebr. Martin regarding incoming deposits can be viewed under CSV Uploads. This is an automated process, and the documents are provided for your reference.