Investor Management

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

Kevin Heras avatar Matthew Attou avatar Brad St. Onge avatar +1
20 articles in this collection
Written by Kevin Heras, Matthew Attou, Brad St. Onge and 1 other
Contact Management

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

This video will show you how to add a column to view the date a contact was created in the InvestNext portal
Brad St. Onge avatar
Written by Brad St. Onge
Updated over a week ago

How to Delete A Contact

Steps for deleting a contact from your CRM.
Jay Krause avatar
Written by Jay Krause
Updated over a week ago

Forgot Password or Username (Video)

This video will help you get the correct information to your investor so they can reset the password for their account
Brad St. Onge avatar
Written by Brad St. Onge
Updated over a week ago

Create a new contact

This article contains a step-by-step guide for creating a new contact.
Jay Krause avatar
Written by Jay Krause
Updated over a week ago

Edit Contact Details

In this article we will outline how to edit details for an existing contact.
Kevin Heras avatar
Written by Kevin Heras
Updated over a week ago

Invite contacts to the Investor Portal

This article describes how to invite a contact to the investor portal.
Jay Krause avatar
Written by Jay Krause
Updated over a week ago

Create a new contact filter

This article contains a step-by-step guide for creating a new contact filter
Jay Krause avatar
Written by Jay Krause
Updated over a week ago

Checking to see if investors have linked banking details on the investor portal

How to check if investors have linked their bank accounts on the investor portal
Kevin Heras avatar
Written by Kevin Heras
Updated over a week ago

How do I see if my investors have signed up to receive ACH distributions in the portal? (VIDEO)

Brad St. Onge avatar
Written by Brad St. Onge
Updated over a week ago

Add a tag to a contact

This article contains a step-by-step guide for adding a tag to a contact
Kevin Heras avatar
Written by Kevin Heras
Updated over a week ago
Account (Investment Entity) Management

Change Account Payment Method

Update the Payment Method for an Account (investing entity) to change the default for distributions.
Jay Krause avatar
Written by Jay Krause
Updated over a week ago

How to Delete an Account (Videos)

The following will show you how to delete an Account or Investing Entity that you want to remove from your portal
Brad St. Onge avatar
Written by Brad St. Onge
Updated over a week ago

Edit Account Details

Here are instructions to help you Edit Account Details
Brad St. Onge avatar
Written by Brad St. Onge
Updated over a week ago

Create a Custodian

How to create a Custodian that does not currently exist on the platform
Brad St. Onge avatar
Written by Brad St. Onge
Updated over a week ago

Adding a Document for a specific Account within a Project

The following video will show you how you can upload a document that is specific for an Account (Investing Entity)
Brad St. Onge avatar
Written by Brad St. Onge
Updated over a week ago

Create an investing account on behalf of one of your investors

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.
Kevin Heras avatar
Written by Kevin Heras
Updated over a week ago

Add a primary contact to an account (investor entity)

In this article we will add a primary contact and additional relationship to an investor entity
Matthew Attou avatar
Written by Matthew Attou
Updated over a week ago

Additional Relationships for an Investment Account

In this article we will describe how to add additional relationships to an Investment account
Kevin Heras avatar
Written by Kevin Heras
Updated over a week ago

Associate a custodian to an investing account

How to associate a custodian account to an investing account for receiving payments
Matthew Attou avatar
Written by Matthew Attou
Updated over a week ago