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Investor Portal Overview/Tutorial (VIDEO)

This video will guide the investor through their first experience in the Investor Portal.

Brad St. Onge avatar
Written by Brad St. Onge
Updated over 2 months ago

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 when your investors are logging in for the first time!

Video Demonstration:

Related Articles:

Add a Bank Account in the Investor Portal
Link an Existing Bank Account to an Investing Account

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