Verivest

An account is the investment vehicle used by your investors to subscribe to your investments and purchase securities.

You can manage or view many details related to your investors' accounts via the <b>Accounts</b> menu, including:

A list of investors and their account types

<a href="https://support.verivest.com/en/articles/7208172-exporting-investor-account-details">Downloading investor account data</a>

<a href="https://support.verivest.com/en/collections/3853838-investor-account-management">Create and manage investment accounts</a>

<a href="https://support.verivest.com/en/articles/8349322-adding-a-contact-to-an-existing-investment-account">Add contacts to accounts</a>

<a href="https://support.verivest.com/en/articles/7877817-contacts">Viewing investor contact details</a>

Viewing total contributions and number of investments

Viewing or downloading investment documents

<a href="https://support.verivest.com/en/collections/3986098-completing-manual-verifications">Checking accreditation and identity verification statuses</a>

- A list of investors and their account types
- <a href="https://support.verivest.com/en/articles/7208172-exporting-investor-account-details">Downloading investor account data</a>
- <a href="https://support.verivest.com/en/collections/3853838-investor-account-management">Create and manage investment accounts</a>
- <a href="https://support.verivest.com/en/articles/8349322-adding-a-contact-to-an-existing-investment-account">Add contacts to accounts</a>
- <a href="https://support.verivest.com/en/articles/7877817-contacts">Viewing investor contact details</a>
- Viewing total contributions and number of investments
- Viewing account ownership details
- Viewing or downloading investment documents
- <a href="https://support.verivest.com/en/collections/3986098-completing-manual-verifications">Checking accreditation and identity verification statuses</a>
- Viewing investor transaction history

By clicking into an investor record, you can access their account details, including their investments, transactions, <a href="https://support.verivest.com/en/articles/5887536-updating-an-investor-s-distribution-preference">distribution preferences</a>, and documents.

 Need help? Contact <a href="mailto:mailtosupport@verivest.com" rel="nofollow noopener noreferrer" target="_blank">support@verivest.com</a> 

You can view and manage all of your investor's accounts from the Accounts page in the manager dashboard