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

Here are instructions to help you Edit Account Details

How to create a Custodian that does not currently exist on the platform

Use this article to add a document to a specific Investor's Position in a Project or directly to the Investor's Account.

This article will step you through creating an investing account (i.e. investing entity) on behalf of an investor.

How to add a primary contact to an investor's entity

In this article we will describe how to add additional relationships to an Investment account

How to associate a Custodian Account to an Investing Account for receiving payments

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