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

You can manage your investor's accounts via the Accounts menu, including:

  • A list of active investors and account types

  • Assign and sort by Account Tags

  • View total contributions and number of investments

  • Accreditation and identify verification statuses.

Clicking down into an investor record will allow you to drill down into their Account details, including investments, transactions, distribution preferences and documents.

Need help? Contact support@verivest.com

Did this answer your question?