An investing account ("Account") represents the legal entity or vehicle that makes an investment in one or more of your projects. When investing in one of your offerings through the investor portal, investors are able to create an Account, of which the may be the only solitary member or a co-member with other investors. Common Accounts include Individuals, LLCs, Self Directed IRAs, and Trusts.
In the event that you have to create an account for one of your investors, you can accomplish this by performing the following steps:
1. Navigate to Contacts and select the contact for which you would like to create the Account
Note: if the contact is not in the system, you will first need to create one. This article will walk you through how to do this.
2. Select the 'plus' icon next to Accounts section
3. Complete the required information within the form.
4. Click on the 'Create Account' button, at the bottom of the form.