Verivest Support Library
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Manager Support
Manager Support
Getting Started
Using the Manager Portal
Investor Management
Managing Investments
Educational Series-Webinars
Investor Support
Welcome
Understanding Your Portal
Managing Your Investment Accounts
Accounting Tools
Accounting Support
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Verivest Support Library
Manager Support
Manager Support
Getting Started
Using the Manager Portal
Investor Management
Managing Investments
Educational Series-Webinars
Investor Support
Welcome
Understanding Your Portal
Managing Your Investment Accounts
Accounting Tools
Accounting Support
Manager Support
Getting Started
Adding a New Team Member
Supported Document/File Types
Granting Verivest DocuSign Consent
Enabling/Disabling Two Factor Authentication
Setting Up Your Admin Profile
Updating Your User Information
Logging Out Of The Admin Portal
Logging Into Your Admin Portal
Connecting With HubSpot
Quick Portal Overview
Revoking Team Member's Portal Access
Updating a Team Member's Permissions
Opting Out Of Parallel Markets
Updating Your Existing Password
Submitting Feedback To Our Team
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Using the Manager Portal
Previewing an opportunity before listing
Manager Profile FAQs
How to add Contact Tags
Investments
Email Notifications
Accounts
Removing Account Tags
Updating Opportunity Documents and funding instructions
Exporting Contact Details
Adding Principals and Team Members To Your Firm's Profile
Hiding an opportunity
Offerings
Adding Profile Images
Managing Your Opportunities
Settings
Exporting Investor Account Details
Opportunities Page Overview
Adding a Custom Domain
Add Your Brand Logo (Welcome Email Image and Browser Favicon)
Reports
Updating fundraising strategies and techniques
Opportunity Images
Adding A Track Record
Profile
Accessing the Contacts Page
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Investor Management
Sending Investors a Portal Invitation
Investor Redemptions
Creating a Password for an Investor
Sending an Investor a Password Reset Email
Uploading Investor Documents
Auto Verify AML/KYC in the Portal
Making Changes to Trust Investment Accounts
Manually Verifying an Investor's Accreditation Status | Verivest Help Center
Making Changes to Retirement Investment Accounts
Create or Delete a Contact
Self Service Options Available In the Investor Portal
Creating and Posting Investor Statements
Verify If An Investor Has Logged Into Their Portal
Updating A Contacts Permissions
Impersonating An Investor
Making Changes to an Existing Contact
For Managers-Investor Portal FAQs
Managing Investor Accreditations- Parallel Markets
Creating an Investment Account for an Investor
Parallel Markets FAQ
Making Changes to Brokerage Investment Accounts
Resetting Multi-Factor Authentication:
Manually Verifying An Investor's Identity
AML/KYC (Identity Verifications)
Making Changes to Individual Investment Accounts
Making Changes to Entity Investment Accounts
Adding a Contact to an Existing Account
Bulk Uploading Contacts
Making Changes to Joint Investment Accounts
Deleting An Investment Account
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Managing Investments
Update Pledged Amount
Sending a Pledge Notification
Sending Subscription Documents
Investment Checklist Overview
Editing the Investment Account, Distribution Preference or Funding Method on an Investment
Updating a pledged amount
Reversing A Contribution
Locating New Pledges
Marking an Investment as Funds Received & Completed
Voiding Subscription Documents
What is a Transfer?
Updating an Investor's Distribution Preference
Deleting an Investment
Uploading Offline Subscription Documents
Creating Pledges and Investments
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Educational Series-Webinars
Improving The Financial Reporting Process
Uncat: Taking the Frustration Out of Cash Support
Self-Serve Investments
Investor Portal Demo
Verivest Investor Relations: Making Investor Onboarding Effortless
Manager Dashboard Demo
What You Can Do All Year To Streamline Your Tax Prep
Unlocking Full Potential: A Comprehensive Introduction to Valuation Services
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