This article provides a brief explanation of the actions available in the investor portal.
Investors can perform various actions within their portals, such as:
Contact You
View Your Company's Profile (includes profile images, open opportunities, and any listed team members)
After investors log into the portal, they will immediately see your firm's profile.
Create Investment Accounts
Upload Identity Verification Documents
Upload Accreditation Verification Documents
Create a New Pledge
Investors will then receive a confirmation via email, similar to the notification shown below, to the email address listed on their investment account.
Update Investment Account Details (home/mailing address, email)
Update Distribution Preferences
Download Investment Documents (such as statements, tax documents, and asset updates)
💡 Investors can find detailed instructions for all covered topics in the support center.