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Managing Portal Contacts
Adding/removing Contacts, sending welcome emails and more
Add or delete a ContactThis article goes over how to add a single contact or delete a single contact from your Manager Dashboard.
Bulk Uploading ContactsThis article goes over how to bulk upload contacts into your Manager dashboard.
Sending a Welcome Email to an InvestorThis article explains how to invite a contact or investor to view your profile or create an investor portal account.
Making Changes to an Existing ContactThis article goes over how to edit the details of an existing contact.
Updating A Contacts PermissionsThis article explains how to update an investors account access.
Managing Investor/Contact Credentials
Resetting or setting investor/contact passwords and managing 2FA
Verify If An Investor Has Logged Into Their PortalThis article goes over how to determine if an investor or contact has accessed their account.
Sending an Investor a Password Reset EmailThis article explains how to send a password reset email to an investor.
Creating a Password for an InvestorThis article explains how to set a password for an investor portal account.
Reset or Disable Multi-Factor Authentication on an Investor's AccountThis article explains how to assist investors who are experiencing issues with multi-factor authentication on their user accounts.
Uploading Investor Documents and Statements
How to add documents for your investors to view from their portals
Uploading Investor DocumentsYou can upload documents for your investors to download from their investor portal, such as K-1s and asset updates.
Creating and Posting Investor StatementsThis article goes over how to create and post regular statements for your Investors.
Completing Manual Verifications
Manually verifying investor accreditation and identity
Manually Verifying an Investor's Accreditation StatusManager can manually override an investor's accreditation status.
Manually Verify An Investor's Identity VerificationThis article covers how to manually verify the identity of an investor within our platform.
Investor Account Management
Creating and managing investor investment accounts
Creating Investment Accounts For InvestorsThis article explains how to create an investment account for investors.
Making Changes to Individual Investment AccountsThis article explains how to make changes to individual accounts on behalf of investors.
Making Changes to Joint Investment AccountsThis article explains how to make changes to Joint accounts on behalf of investors.
Making Changes to Entity Investment AccountsThis article explains how to make changes to Entity accounts on behalf of investors.
Making Changes to Trust Investment AccountsThis article explains how to make changes to trust accounts on behalf of investors.
Making Changes to Retirement Investment AccountsThis article explains how to make changes to retirement accounts on behalf of investors.
Making Changes to Brokerage Investment AccountsThis article explains ho to make changes to brokerage accounts on behalf of investors.
Adding or Removing a Contact From an Existing Investment AccountThis article explains the process for granting or revoking a user's access to an investment account.
Deleting An Investment AccountThis article explains how to delete an investment account.
Investor RedemptionsThis article goes over the investor redemption process.