Resetting or setting investor/contact passwords and managing 2FA
4 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.