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

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Company Website

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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