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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.

Updated over 2 weeks 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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