For Managers: How To
Updating investor distribution preferences, uploading documents and more!
7 articles
Written by Lindsay Hodge
Granting Consent via DocuSign
During onboarding, we will ask that you grant us consent to send out Subscription Agreements via DocuSign on your behalf.Written by Lindsay Hodge. Updated over a week ago
Adjust an Investment Amount
A manager can adjust the amount of any Investment, up until documents are generated for signature.Written by Lindsay Hodge. Updated over a week ago
Uploading a Document
You can upload documents for your investors to download from their investor portal, such as K-1s and asset updates.Written by Lindsay Hodge. Updated over a week ago
Updating an Investor's Distribution Preference
Managers can update a distribution preference on behalf of an investor.Written by Lindsay Hodge. Updated over a week ago
Creating and Posting Investor Statements
How to create and post regular statements for your Investors.Written by Lindsay Hodge. Updated over a week ago
Manually Verifying an Investor's Accreditation Status
Manager can manually override an investor's accreditation status.Written by Lindsay Hodge. Updated over a week ago
Investor Transfers
Understand the process for transferring investor holdings to another account.Written by Lindsay Hodge. Updated over a week ago