Verivest

Aidee Barron

Updating investor distribution preferences, uploading documents and more!

You can upload documents for your investors to download from their investor portal, such as K-1s and asset updates.

How to create and post regular statements for your Investors.

A manager can adjust the amount of any Investment, up until documents are generated for signature.

Understand the process for transferring investor holdings to another account.

Managers can update a distribution preference on behalf of an investor.

Manager can manually override an investor's accreditation status.

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