--- title: Manager Support | Verivest Support Library description: Manager Support --- [Skip to content](https://support.verivest.com/knowledge/manager-support#main-content) English Show submenu for translations ![Verivest-Logo---Blue-Mark---Dark-Text.png\]](https://support.verivest.com/hs-fs/hubfs/Verivest-Logo---Blue-Mark---Dark-Text.png?height=50&name=Verivest-Logo---Blue-Mark---Dark-Text.png) Open main navigation Close main navigation - English Show submenu for translations - Go to Verivest LLC Go to Verivest LLC How-to guides and answers from the Verivest team - There are no suggestions because the search field is empty. 1. [Verivest Support Library](https://support.verivest.com/knowledge) 2. [Manager Support](https://support.verivest.com/knowledge/manager-support) # Manager Support ## Getting Started - [Adding a New Team Member](https://support.verivest.com/knowledge/adding-a-new-team-member-verivest-help-center) - [Supported Document/File Types](https://support.verivest.com/knowledge/supported-document/file-types-verivest-help-center) - [Granting Verivest DocuSign Consent](https://support.verivest.com/knowledge/granting-verivest-docusign-consent-verivest-help-center) - [Enabling/Disabling Two Factor Authentication](https://support.verivest.com/knowledge/enabling/disabling-two-factor-authentication-verivest-help-center) - [Setting Up Your Admin Profile](https://support.verivest.com/knowledge/setting-up-your-admin-profile-verivest-help-center) - [Updating Your User Information](https://support.verivest.com/knowledge/updating-your-user-information-verivest-help-center) - [Logging Out Of The Admin Portal](https://support.verivest.com/knowledge/logging-out-of-the-admin-portal-verivest-help-center) - [Logging Into Your Admin Portal](https://support.verivest.com/knowledge/logging-into-your-admin-portal-verivest-help-center) - [Connecting With HubSpot](https://support.verivest.com/knowledge/connecting-with-hubspot-verivest-help-center) - [Quick Portal Overview](https://support.verivest.com/knowledge/quick-portal-overview-verivest-help-center) - [Revoking Team Member's Portal Access](https://support.verivest.com/knowledge/revoking-team-members-portal-access-verivest-help-center) - [Updating a Team Member's Permissions](https://support.verivest.com/knowledge/updating-a-team-members-permissions-verivest-help-center) - [Opting Out Of Parallel Markets](https://support.verivest.com/knowledge/opting-out-of-parallel-markets-verivest-help-center) - [Updating Your Existing Password](https://support.verivest.com/knowledge/updating-your-existing-password) - [Submitting Feedback To Our Team](https://support.verivest.com/knowledge/submitting-feedback-to-our-team-verivest-help-center) See less ▼ ## Using the Manager Portal - [Previewing an opportunity before listing](https://support.verivest.com/knowledge/previewing-an-opportunity-before-listing-verivest-help-center) - [Manager Profile FAQs](https://support.verivest.com/knowledge/manager-profile-faqs-verivest-help-center) - [How to add Contact Tags](https://support.verivest.com/knowledge/how-to-add-contact-tags) - [Investments](https://support.verivest.com/knowledge/investments-verivest-help-center) - [Email Notifications](https://support.verivest.com/knowledge/email-notifications-verivest-help-center) - [Accounts](https://support.verivest.com/knowledge/accounts-verivest-help-center) - [Removing Account Tags](https://support.verivest.com/knowledge/removing-account-tags) - [Updating Opportunity Documents and funding instructions](https://support.verivest.com/knowledge/updating-opportunity-documents-and-funding-instructions-verivest-help-center) - [Exporting Contact Details](https://support.verivest.com/knowledge/exporting-contact-details-verivest-help-center) - [Adding Principals and Team Members To Your Firm's Profile](https://support.verivest.com/knowledge/adding-principals-and-team-members-to-your-firms-profile-verivest-help-center) - [Hiding an opportunity](https://support.verivest.com/knowledge/hiding-an-opportunity-verivest-help-center) - [Offerings](https://support.verivest.com/knowledge/offerings-verivest-help-center) - [Adding Profile Images](https://support.verivest.com/knowledge/adding-profile-images-verivest-help-center) - [Managing Your Opportunities](https://support.verivest.com/knowledge/managing-your-opportunities-verivest-help-center) - [Settings](https://support.verivest.com/knowledge/settings-verivest-help-center) - [Exporting Investor Account Details](https://support.verivest.com/knowledge/exporting-investor-account-details-verivest-help-center) - [Opportunities Page Overview](https://support.verivest.com/knowledge/opportunities-page-overview-verivest-help-center) - [Adding a Custom Domain](https://support.verivest.com/knowledge/adding-a-custom-domain-verivest-help-center) - [Add Your Brand Logo (Welcome Email Image and Browser Favicon)](https://support.verivest.com/knowledge/add-your-brand-logo-welcome-email-image-and-browser-favicon-verivest-help-center) - [Reports](https://support.verivest.com/knowledge/reports-verivest-help-center) - [Updating fundraising strategies and techniques](https://support.verivest.com/knowledge/updating-fundraising-strategies-and-techniques-verivest-help-center) - [Opportunity Images](https://support.verivest.com/knowledge/opportunity-images-verivest-help-center) - [Adding A Track Record](https://support.verivest.com/knowledge/adding-a-track-record-verivest-help-center) - [Profile](https://support.verivest.com/knowledge/profile-verivest-help-center) - [Accessing the Contacts Page](https://support.verivest.com/knowledge/accessing-the-contacts-page) See less ▼ ## Investor Management - [Sending Investors a Portal Invitation](https://support.verivest.com/knowledge/sending-investors-a-portal-invitation-verivest-help-center) - [Investor Redemptions](https://support.verivest.com/knowledge/investor-redemptions-verivest-help-center) - [Creating a Password for an Investor](https://support.verivest.com/knowledge/creating-a-password-for-an-investor-verivest-help-center) - [Sending an Investor a Password Reset Email](https://support.verivest.com/knowledge/sending-an-investor-a-password-reset-email-verivest-help-center) - [Uploading Investor Documents](https://support.verivest.com/knowledge/uploading-a-document-for-a-specific-investor) - [Auto Verify AML/KYC in the Portal](https://support.verivest.com/knowledge/auto-verify-aml/kyc-in-the-portal-verivest-help-center) - [Making Changes to Trust Investment Accounts](https://support.verivest.com/knowledge/making-changes-to-trust-investment-accounts-verivest-help-center) - [Manually Verifying an Investor's Accreditation Status | Verivest Help Center](https://support.verivest.com/knowledge/manually-verifying-an-investors-accreditation-status-verivest-help-center) - [Making Changes to Retirement Investment Accounts](https://support.verivest.com/knowledge/making-changes-to-retirement-investment-accounts-verivest-help-center) - [Create or Delete a Contact](https://support.verivest.com/knowledge/adding-a-new-contact) - [Self Service Options Available In the Investor Portal](https://support.verivest.com/knowledge/self-service-options-available-in-the-investor-portal-verivest-help-center) - [Creating and Posting Investor Statements](https://support.verivest.com/knowledge/creating-and-posting-investor-statements-verivest-help-center) - [Verify If An Investor Has Logged Into Their Portal](https://support.verivest.com/knowledge/verify-if-an-investor-has-logged-into-their-portal-verivest-help-center) - [Updating A Contacts Permissions](https://support.verivest.com/knowledge/updating-a-contacts-permissions-verivest-help-center) - [Impersonating An Investor](https://support.verivest.com/knowledge/impersonating-an-investor-verivest-help-center) - [Making Changes to an Existing Contact](https://support.verivest.com/knowledge/making-changes-to-an-existing-contact-verivest-help-center) - [For Managers-Investor Portal FAQs](https://support.verivest.com/knowledge/for-managers-investor-portal-faqs-verivest-help-center) - [Managing Investor Accreditations- Parallel Markets](https://support.verivest.com/knowledge/managing-investor-accreditations-parallel-markets-verivest-help-center) - [Creating an Investment Account for an Investor](https://support.verivest.com/knowledge/creating-an-investment-account-for-an-investor-verivest-help-center) - [Parallel Markets FAQ](https://support.verivest.com/knowledge/parallel-markets-faq-verivest-help-center) - [Making Changes to Brokerage Investment Accounts](https://support.verivest.com/knowledge/making-changes-to-brokerage-investment-accounts-verivest-help-center) - [Resetting Multi-Factor Authentication:](https://support.verivest.com/knowledge/resetting-multi-factor-authentication) - [Manually Verifying An Investor's Identity](https://support.verivest.com/knowledge/manually-verifying-an-investors-identity-verivest-help-center) - [AML/KYC (Identity Verifications)](https://support.verivest.com/knowledge/aml/kyc-identity-verifications-verivest-help-center) - [Making Changes to Individual Investment Accounts](https://support.verivest.com/knowledge/making-changes-to-individual-investment-accounts-verivest-help-center) - [Making Changes to Entity Investment Accounts](https://support.verivest.com/knowledge/making-changes-to-entity-investment-accounts-verivest-help-center) - [Adding a Contact to an Existing Account](https://support.verivest.com/knowledge/adding-a-contact-to-an-existing-account) - [Bulk Uploading Contacts](https://support.verivest.com/knowledge/bulk-uploading-contacts-verivest-help-center) - [Making Changes to Joint Investment Accounts](https://support.verivest.com/knowledge/making-changes-to-joint-investment-accounts-verivest-help-center) - [Deleting An Investment Account](https://support.verivest.com/knowledge/deleting-an-investment-account-verivest-help-center) See less ▼ ## Managing Investments - [Update Pledged Amount](https://support.verivest.com/knowledge/update-pledged-amount-verivest-help-center) - [Sending a Pledge Notification](https://support.verivest.com/knowledge/sending-a-pledge-notification-verivest-help-center) - [Sending Subscription Documents](https://support.verivest.com/knowledge/sending-subscription-documents-verivest-help-center) - [Investment Checklist Overview](https://support.verivest.com/knowledge/investment-checklist-overview-verivest-help-center) - [Editing the Investment Account, Distribution Preference or Funding Method on an Investment](https://support.verivest.com/knowledge/editing-the-investment-account-distribution-preference-or-funding-method-on-an-investment-verivest-help-center) - [Updating a pledged amount](https://support.verivest.com/knowledge/updating-a-pledged-amount-verivest-help-center) - [Reversing A Contribution](https://support.verivest.com/knowledge/reversing-a-contribution-verivest-help-center) - [Locating New Pledges](https://support.verivest.com/knowledge/locating-new-pledges-verivest-help-center) - [Marking an Investment as Funds Received & Completed](https://support.verivest.com/knowledge/marking-an-investment-as-funds-received-completed-verivest-help-center) - [Voiding Subscription Documents](https://support.verivest.com/knowledge/voiding-subscription-documents-verivest-help-center) - [What is a Transfer?](https://support.verivest.com/knowledge/what-is-a-transfer-1) - [Updating an Investor's Distribution Preference](https://support.verivest.com/knowledge/updating-an-investors-distribution-preference-verivest-help-center) - [Deleting an Investment](https://support.verivest.com/knowledge/deleting-an-investment-verivest-help-center) - [Uploading Offline Subscription Documents](https://support.verivest.com/knowledge/uploading-offline-subscription-documents-verivest-help-center) - [Creating Pledges and Investments](https://support.verivest.com/knowledge/creating-pledges-and-investments-verivest-help-center) See less ▼ ## Educational Series-Webinars - [Improving The Financial Reporting Process](https://support.verivest.com/knowledge/improving-the-financial-reporting-process-verivest-help-center) - [Uncat: Taking the Frustration Out of Cash Support](https://support.verivest.com/knowledge/uncat-taking-the-frustration-out-of-cash-support-verivest-help-center) - [Self-Serve Investments](https://support.verivest.com/knowledge/self-serve-investments-verivest-help-center) - [Investor Portal Demo](https://support.verivest.com/knowledge/investor-portal-demo-verivest-help-center) - [Verivest Investor Relations: Making Investor Onboarding Effortless](https://support.verivest.com/knowledge/verivest-investor-relations-making-investor-onboarding-effortless-verivest-help-center) - [Manager Dashboard Demo](https://support.verivest.com/knowledge/manager-dashboard-demo-verivest-help-center) - [What You Can Do All Year To Streamline Your Tax Prep](https://support.verivest.com/knowledge/what-you-can-do-all-year-to-streamline-your-tax-prep) - [Unlocking Full Potential: A Comprehensive Introduction to Valuation Services](https://support.verivest.com/knowledge/verivest-valuation-services-webinar) - [Webinar: From Zero to $100M in AUM: Scaling Secrets Revealed](https://support.verivest.com/knowledge/webinar-from-zero-to-100m-in-aum-scaling-secrets-revealed) See less ▼ - [Manager Support](https://support.verivest.com/knowledge/manager-support#main-content) - [Getting Started](https://support.verivest.com/knowledge/manager-support#getting-started) - [Using the Manager Portal](https://support.verivest.com/knowledge/manager-support#using-the-manager-portal) - [Investor Management](https://support.verivest.com/knowledge/manager-support#investor-management) - [Managing Investments](https://support.verivest.com/knowledge/manager-support#managing-investments) - [Educational Series-Webinars](https://support.verivest.com/knowledge/manager-support#educational-series-webinars) - [Investor Support](https://support.verivest.com/knowledge/investor-support#main-content) - [Welcome](https://support.verivest.com/knowledge/investor-support#welcome) - [Understanding Your Portal](https://support.verivest.com/knowledge/investor-support#understanding-your-portal) - [Managing Your Investment Accounts](https://support.verivest.com/knowledge/investor-support#managing-your-investment-accounts) - [Accounting Tools](https://support.verivest.com/knowledge/accounting-tools#main-content) - [Accounting Support](https://support.verivest.com/knowledge/accounting-tools#accounting-support) [![Verivest-Logo-Mark-Govenor-Bay-1](https://support.verivest.com/hs-fs/hubfs/Verivest-Logo-Mark-Govenor-Bay-1.png?width=100&height=100&name=Verivest-Logo-Mark-Govenor-Bay-1.png "Verivest-Logo-Mark-Govenor-Bay-1")](http://verivest.com) Verivest LLC Help Center Copyright © 2026, Verivest