Investors can use either way to register in an InvestNext portal:
Create a new username and password: I want to create a new username and password for this InvestNext portal account — I don’t have another InvestNext portal account. Alternatively, I don’t want to use the same username and password as my other InvestNext portal account(s).
I want to use the same username and password as my other InvestNext portal [Single Sign-On (SSO) method]: 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. Alternatively, I already use single sign-on (SSO) with all my InvestNext portal accounts and want to add this new portal account.
OPTION 1: Register using a new Username and Password
STEP 1: Click on the Accept Invitation button in the registration email.
STEP 2: Choose a Username and Password, then click Create Account.
IMPORTANT:
The username you create is case sensitive!
Usernames must be unique if you already have a portal account with another sponsor who uses the InvestNext platform!
OPTION 2: I want to use the same username and password as my other InvestNext portal [Single Sign-On (SSO) method]
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:
