After accepting the invitation, your Contacts will be able to view documents and details related to their Investor Portal account.
Step 1. Go to 'Contacts'
Step 2. Select the Contact(s) you wish to invite.
You can select a few by clicking the checkbox next to their name OR you can "select all" by clicking the checkbox at the top of the page.
NOTE: A Contact's registration status can be viewed in the "Portal Status" column. (Not invited, Invite Sent, or Registered)
Step 3. Select the 'Actions' button and then select 'Invite to Portal'.
Step 4. A pop-up box will appear, allowing you to customize the subject line and invitation message. Then click on the 'Send Invites' button:
A registration link to create their Username and Password, 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 in the left-hand column.
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