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Create a Contact and an Account (VIDEO)
Create a Contact and an Account (VIDEO)
Brad St. Onge avatar
Written by Brad St. Onge
Updated over a week ago

This article will demonstrate how to quickly create a Contact and an Account in your Sponsor Portal. This could be for a potential Investor, past Investor, or even a testing account for yourself (the Sponsor).

Please see below for a step-by-step guide and/or video demonstration!


Step-by-Step Instructions:

Part 1: Create a Contact

Step 1. Go to 'Contacts':

Step 2. Click on the '+ New Contact' button in the top right-hand corner:

Step 3. Fill in the required fields, as well as, other desired information for this Contact:

Step 4. Click on the 'Create Contact' button, at the bottom of the form:


Part 2: Create an Account

Step 1. Go to the Investors Contact page. Click on the '+' icon in the right-hand column:

Step 2. Fill in the required fields, as well as, other desired information for this Account:

NOTE: Be sure to select the correct 'Account Type' from the drop-down menu. Different Account Types can require different fields. For example, an Individual vs. an LLC vs. a Joint Tenants with Right of Survivorship (JTWRS). See below:

Step 3. Click 'Create Account':

NOTE: Be sure to select the 'Default Payment Type' from the drop-down menu. This will determine whether Distribution Payments are being sent to this Account through InvestNext's Payments or outside of it. You can read more about the options available HERE.


Video Demonstration:

The following video shows you how to create a new Contact and how to create a new Account for that Contact to invest as.


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