Managing Your Investment Accounts | Verivest Help Center

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Managing Your Investment Accounts

Managing Your Investment Accounts

Update your distribution preferences, reset your account password, creating new investment accounts and more!

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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.

Creating A New Investment Account

Add a New Investment Account (without investing)Getting ready to invest but don't have a deal identified? Create a new investment account.

Uploading Accreditation & Identity Verification Documents

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 Your Contact Details Or Distribution Preference

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.