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

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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

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