Investor Portal & Management
Create new contacts and accounts, invite contacts to the investor portal, build contact filters
32 articles
How do I see when Contacts were created?
How to Delete A Contact
How To Merge Investor Contacts
How to Reset Investor Account Passwords
Edit Contact Details
Invite Contacts to the Investor Portal
User-Created Filters: Create a New Contact Filter
(Duplicate - Unpublished and Deleting) Checking To See If Investors Have Linked Banking Details On The Investor Portal
How to See if Investors Have Linked Banking Details on the Investor Portal (VIDEO)
Add a Tag to a Contact
Create a Contact and an Account (VIDEO)
Investor's Identity Stolen or Compromised?
Change Account Payment Method
How to Delete an Account (Videos)
Edit Account Details
Create a Custodian
Add a Document to a Specific Account or Position
Create an Investing Account on Behalf of an Investor
Add a Primary Contact to an Investing Account
Additional Relationships for an Investment Account
Associate an IRA/SDIRA Custodian to an Investing Account
How to Edit the Preferred / Interest Start Date
How to Remove a Custodian
Disregarded Entities (Investors)
Disregarded Entities (Sponsors)