Update your distribution preferences, reset your account password, creating new investment accounts and more!
By Aidee1 author7 articles
Securing Your Investor Portal
Help with resetting your password & setting up Two factor Authentication
Resetting Your Investor Portal PasswordThis article goes over how to reset your password.
Setting Up Two-Factor AuthenticationTwo-Factor Authentication (2FA) adds an extra layer of security to your investor portal account.
Uploading Accreditation DocumentationIn order to verify your accredited investor status, you need to submit the necessary documentation.
Upload Identity DocumentationIf during the investment process we are unable to verify your identity we may request you upload a copy of your photo ID.
Updating Investment Account DetailsIf your address or phone number changes you can update your details from your investor portal.
Update your Distribution PreferenceYou can update your distribution preference at any time from your investor portal.