16 articles
Updating a pledged amountThis article outlines the steps Managers should follow in order to change an investor's pledged amount.
Updating an Investor's Distribution PreferenceManagers can update a distribution preference on behalf of an investor.
TransfersUnderstand the process for transferring investor holdings to another account.
Reversing A ContributionThis article goes over how to reverse a contribution on an investment.
Uploading Investor Documents
Locating New PledgesThis article goes over where to locate new pledges from investors.
Investment Checklist OverviewThis article will provide a detailed explanation of the investment checklist.
Creating Pledges and InvestmentsThis article explains the process of adding a new pledge.
Sending a Pledge NotificationThis article goes over how to send an investor a pledge notification from the manager dashboard.
Update Pledged Amount
Editing the Investment Account, Distribution Preference or Funding Method on an Investment
Sending Subscription DocumentsThis article goes over how to send subscription documents to an investor.
Uploading Offline Subscription Documents
Voiding Subscription Documents
Marking an Investment as Funds Received & CompletedThis article goes over how to update an investor's investment as Funds Received.
Deleting an Investment