Investor Management
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      Creating a Password for an Investor

      This article explains how to set a password for an investor portal account.

      To set a password for an investor/Contact, simply access your Manager dashboard and follow the steps provided.

      1. Click Contacts from your dashboard

      2. Select the Contact that you need to set a password for

      3. Click Set Password

      4. Create a new to create a password between 8 and 20 characters, containing at least one number or special character & click Save

      5. Provide the investor/contact with their password

      If an investor is unable to receive the password reset email for accessing the portal due to a technical issue with their email or the portal, it is recommended to follow the steps outlined in this article.