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- (Duplicate - Unpublished and Deleting) Checking To See If Investors Have Linked Banking Details On The Investor Portal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)