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Managing Investor/Contact Credentials
Managing Investor/Contact Credentials

Resetting or setting investor/contact passwords and managing 2FA

A
By Aidee1 author4 articles
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.
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