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Register for an Investor Portal (Steps for Investors)

This article will guide investors through two ways to register in an InvestNext portal.

Theresa Klekar avatar
Written by Theresa Klekar
Updated over 7 months ago

Investors can use 1 of 2 ways to Register in InvestNext for an Investor Portal:

1. Create a New Username and Password: Create a new Username and Password to Register for an InvestNext Investor Portal account. Most common reasons:

  • I don’t have another Investor Portal account. This is my first InvestNext Portal account.

  • I do have another InvestNext Portal account, but don’t want to use the same Username and Password as my other account(s).

2. Use an Existing Username and Password via Single Sign-On (SSO): Use the same Username and Password as your other InvestNext Portal account(s). Most common reasons:

  • I have another InvestNext Portal account and want to Register for this new Portal using the same Username and Password as my other InvestNext portal account.

  • I already use Single Sign-On (SSO) with all my InvestNext Portal accounts and want to link this new account.


OPTION 1: Register using a new Username and Password

STEP 1: Click on the 'Accept Invitation' button in the registration email:


STEP 2: Create a Username and Password, then click 'Create Account':

IMPORTANT:

  • The Username you create is case-sensitive!

  • Usernames must be unique! If the Username already exists in our system with another account, you'll need to create a different Username.


OPTION 2: Register using an existing Username and Password via Single Sign-On (SSO)

STEP 1: Click on the 'Accept Invitation' button in the registration email:


STEP 2: Click 'Sign In With Existing Account' to add this new InvestNext Portal to your existing Username and Password login credentials:

STEP 3: Enter the Username and Password for your existing InvestNext Portal account. Then, click 'Sign In':

IMPORTANT: Your username is case-sensitive!

STEP 4: Choose your Existing Username and click 'Continue':

NOTE: If you click on your Profile in the top right-hand corner, you will now see the new portal added to your SSO options:


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