Investor Support

Welcome

• Two-Factor Authentication
• Investor FAQs
• Logging into the Investor Portal
• What does it mean to be Accredited?
• Troubleshooting Investor Portal Issues

Understanding Your Portal

• Initiating The Investment Process
• Investor Portal Overview
• Investing via a Brokerage Account
• Reading your Statement
• Investing via a Trust
• Investing Jointly
• Investing via a Retirement Account
• Investing via an Entity
• Locating Open Opportunities
• Statements: Glossary and Terms
• Downloading Your Investment Documents
• Viewing Your Investment Transactions
• Viewing a Managers Profile Overview
• Viewing Your Investment Details
• Viewing Investment Accounts
• Investing as an Individual

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Managing Your Investment Accounts

• Update your Distribution Preference
• Verifying Your Accreditation With Parallel Markets
• Upload Identity Documentation
• Setting Up Two-Factor Authentication
• Uploading Accreditation Documentation
• Add a New Investment Account (without investing)
• Reset your Password
• Updating Investment Account Details

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