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For Managers: Welcome

For Managers: Welcome

FAQs, getting logged in for the first time & more!

7 articles
Chris DeLap avatarALindsay Hodge avatar
Written by Chris DeLap, Aidee Barron and Lindsay Hodge

Investor Portal Change Notice Template

We have prepared an email template that you can edit and send to your investors to notify them of the change.
Chris DeLap avatar
Written by Chris DeLap. Updated over a week ago

Verivest's Transition FAQ for Investment Managers

As we start to make changes to the manager directory, investor portal, and verification services, here is a FAQ to answer your questions.
Chris DeLap avatar
Written by Chris DeLap. Updated over a week ago

Manager FAQs

Frequently asked questions
A
Written by Aidee Barron. Updated over a week ago

How do I  access my manager dashboard?

Logging in
A
Written by Aidee Barron. Updated over a week ago

Email Notifications

The investor portal sends a number of email notifications out to investors on behalf of the manager.
Lindsay Hodge avatar
Written by Lindsay Hodge. Updated over a week ago

Supported Document Types

We support a range of document types for upload to the investor portal
Lindsay Hodge avatar
Written by Lindsay Hodge. Updated over a week ago

Accepted File Type Uploads

This article lists the accepted file types that can be uploaded to the portal.
Lindsay Hodge avatar
Written by Lindsay Hodge. Updated over a week ago