InvestNext

Create a Contact and an Account (VIDEO)

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

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

Steps for deleting a contact from your CRM.

This video will help you get the correct information to your investor so they can reset the password for their account

This article contains a step-by-step guide for creating a new contact.

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

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

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

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

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

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

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

Here are instructions to help you Edit Account Details

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

The following video will show you how you can upload a document that is specific for an Account (Investing Entity)

In this article we are going to walk through how to create an investing account (i.e. investing entity) on behalf of one of your investors.

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

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

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