The following video will give your investors a quick overview of the investor portal. This is a great video if they are logging in for the first time.
This will help guide your investors to the following sections:
Dashboard
Offerings
Investments
Documents
Profile Settings - Update Username/Password, add Banking Details, manage their TIN/SSN per Account, change Address, update 2 Factor Authentication
----------------------------------------------------------------------------------------------------------------------------
Investor Portal 1.0 information is below:
This will help guide your investors to the following sections:
Updates
Document storage
Positions Overview
Offerings/Projects
Profile section - Update Username/Password, add Banking Details, manage their TIN/SSN per Account, change Address, etc
Related Article: Link your bank account in the investor portal