InvestNext

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

How to Edit the Preferred / Interest Start Date

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

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

Disregarded Entities (Investors)

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

Disregarded Entities (Sponsors)

Account (Investment Entity) Management

Create a custom design with text, images, and links

Company Website

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