After accepting the invitation your contact will be able to view documents and details related to their account

1. Go to 'Contacts'

2. Select the contact(s) you wish to invite
Note: A contact's registration status can be viewed in the "Portal Status" column.

3. Select the 'Actions' button and then select 'Invite to Portal'.

A modal will appear, enabling you to customize the Subject line and invitation message.

4. Select the 'Send Invites' button:

A registration link, as well as a personalized message, will be sent to your contact.

Note: Alternatively, if you are within a Contact's profile, you can invite them to the portal by selecting the 'Invite to Investor Portal' button


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