The following video will give your Investors a quick overview of the Investor Portal. This will guide your investors through the following areas:
Dashboard
Offerings
Investments
Documents
Settings
Update their Username/Password, add their Bank Account, manage their TIN/SSN per Account, change their Mailing Address, update their 2 Factor Authentication (2FA)
TIP: This is a great video to share if they are logging in for the first time!
Video Demonstration:
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Investor Portal 1.0 information is below:
This video will guide your investors through the following areas:
Updates
Document storage
Positions Overview
Offerings/Projects
Profile
Update their Username/Password, add their Banking details, manage their TIN/SSN per Account, change their Mailing Address, etc.
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