Investor FAQ

Everything that you need to know to manage your account, receive investment updates, and invest in new projects.

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12 articles in this collection
Written by Kevin Heras, Michael Gisi, Matthew Attou and 2 others

Investor Portal Overview/Tutorial (Video)

This video will guide the investor through their first time through the Investor Portal

Written by Brad St. Onge
Updated over a week ago

Using the Portal

How to login when asked to verify token?

Two-factor authentication (2fa) login process

Written by Jay Krause
Updated over a week ago

How to invest on the portal

In this article we will cover some of the basic steps investors can take to invest via the investor portal.

Written by Kevin Heras
Updated over a week ago

Executing documents using an IRA (Video)

This video helps guide your investor through the process of creating an Account/Investing entity for an IRA

Written by Brad St. Onge
Updated over a week ago

View updates on the investor portal

This article describes how to view updates from your investment manager inside the investor portal.

Written by Matthew Attou
Updated over a week ago

Managing Your Account

Update a bank account in the investor portal

Update a bank account in the investor portal to receive distribution payments.

Written by Kevin Heras
Updated over a week ago

Add a bank account in the investor portal

Add a bank account in the investor portal to receive distribution payments.

Written by Matthew Attou
Updated over a week ago

Link an existing bank account to an investing account

How to link an existing bank account to one or more investing accounts.

Written by Matthew Attou
Updated over a week ago

Update your Tax ID

How to update your tax ID in the investor portal

Written by Michael Gisi
Updated over a week ago

Update your account address on the investor portal

Update account address on the investor portal

Written by Matthew Attou
Updated over a week ago

Update Username on Investor Portal

Updating or modifying profile information inside the investor portal

Written by Matthew Attou
Updated over a week ago

Investor portal account deletion

This article describes how to delete your investor portal account

Written by Matthew Attou
Updated over a week ago