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For Investors: How To

For Investors: How To

Help with resetting your password, update contact details & more!

6 articles
Lindsay Hodge avatar
Written by Lindsay Hodge

Add a New Investment Account (without investing)

Getting ready to invest but don't have a deal identified? Create a new investment account.
Lindsay Hodge avatar
Written by Lindsay Hodge. Updated over a week ago

Uploading Accreditation Documentation

In order to verify your accredited investor status, you need to submit the necessary documentation.
Lindsay Hodge avatar
Written by Lindsay Hodge. Updated over a week ago

Update your Contact Details

If your address or phone number changes you can update your details from your investor portal.
Lindsay Hodge avatar
Written by Lindsay Hodge. Updated over a week ago

Upload Identity Documentation

If during the investment process we are unable to verify your identity we may request you upload a copy of your photo ID.
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Written by Lindsay Hodge. Updated over a week ago

Update your Distribution Preference

You can update your distribution preference at any time from your investor portal.
Lindsay Hodge avatar
Written by Lindsay Hodge. Updated over a week ago

Reset or Change Your Password

Learn how to reset or change your password.
Lindsay Hodge avatar
Written by Lindsay Hodge. Updated over a week ago
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