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Investor Portal Overview/Tutorial (VIDEO)
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 this week

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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