InvestNext

Resolving Plaid Connection Issues

This article provides step by step instructions for how a Sponsor can update investor's accounts with the Disregarded Entity information.

Disregarded Entities (Sponsors)

Use these step-by-step instructions for Investors to update their Investing Account with Disregarded Entity information.

Disregarded Entities (Investors)

This article walks through how a custodian can be removed from your portal that has no payment or account information attached.

How to Remove a Custodian

Brad St. Onge

Tycarrian Godfrey

Theresa Klekar

Create new contacts and accounts, invite contacts to the investor portal, build contact filters

Investor Management

This video will show you how to add a column to view the date a contact was created in the InvestNext portal

How do I see when Contacts were created? (Video)

Steps for deleting a contact from your CRM.

How to Delete A Contact

The article will walk through how to merge two or more investor contacts within your portal.

How To Merge Investor Contacts

This article walks through how sponsor admins/users can send password reset emails to their investors to assist with login issues.

How to Reset Investor Account Passwords

In this article we will outline how to edit details for an existing contact.

Edit Contact Details

This article describes how to invite a contact to the investor portal.

Invite Contacts to the Investor Portal

This article contains a step-by-step guide for creating a new Contact filter

User-Created Filters: Create a New Contact Filter

How to check your Contacts page for investors who have linked their bank accounts on the investor portal.

How to See if Investors Have Linked Banking Details on the Investor Portal (VIDEO)

This article contains a step-by-step guide for adding a tag to a contact.

Add a Tag to a Contact

Create a Contact and an Account (VIDEO)

This article is considered best practice when resolving a compromised investor account.

Investor's Identity Stolen or Compromised?

Jay Krause

Kevin Heras

Contact Management

Update the Payment Method for an Account (investing entity) to change the default for distributions.

Change Account Payment Method

The following will show you how to delete an Account (Investing Entity) that you want to remove from your portal

How to Delete an Account (Videos)

Here are instructions to help you Edit Account Details

Edit Account Details

How to create a Custodian that does not currently exist on the platform

Create a Custodian

Use this article to add a document to a specific Investor's Position in a Project or directly to the Investor's Account.

Add a Document to a Specific Account or Position

This article will step you through creating an investing account (i.e. investing entity) on behalf of an investor.

Create an Investing Account on behalf of an Investor

How to add a primary contact to an investor's entity

Add a Primary Contact to an Investing Account

In this article we will describe how to add additional relationships to an Investment account

Additional Relationships for an Investment Account

How to associate a Custodian Account to an Investing Account for receiving payments

Associate an IRA/SDIRA Custodian to an Investing Account

This article walks through how to update the preferred interest start date through mass and individual editing