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How to Link Accounts Within the Portal (SSO)
How to Link Accounts Within the Portal (SSO)

This article will walk through how to link and merge an existing account to utilize the SSO (single sign-on) feature.

Tycarrian Godfrey avatar
Written by Tycarrian Godfrey
Updated over 5 months ago

Before starting, you'll want to log in to your InvestNext portal.

Steps to link an existing account:

  1. Navigate to the Profile icon within your portal:

  2. Click the "+ Link Account" button:

  3. Follow the prompts given to link the account(s):

All set! Your newly linked account(s) should now be listed under your Profile icon:

Related Articles:

Single-Sign-On (SSO) FAQ's
What is Single Sign-on (SSO), and How Does It Work?
How to Navigate Between Sponsor and Investor Accounts (SSO)
Registering in an InvestNext portal (Steps for Investors)

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