Before starting, you'll want to log in to your InvestNext portal.
When accounts are linked via SSO, updating the contact information for one account will automatically updates all linked accounts. However, since distributions and K-1s are processed at the Investing Account level rather than the Contact level, changes made to contact information through the investor portal will not impact these processes.
Step-by-Step Instructions:
Step 1: Navigate to the Profile icon within your portal:
Step 2: Click the "+ Link Account" button:
Step 3: Click Continue to begin linking accounts:
Step 4: Enter the username and password of the account you want linked
Note: If 2FA is enabled for the account you will be asked to enter the 2FA code for verification.
Step 5: You will notice that the account is not added to the left, click continue to finish the setup.
Step 6: Set your preferred username as the primary. Moving forward the username you select will be used when logging into your account. Click Link to complete.
Going forward, you will be able to sign into any portal using the username selected. All other log in credentials will be removed.
All set! Your newly linked account(s) should now be listed under your Profile icon:
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