InvestNext

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

Investor Portal Overview/Tutorial (VIDEO)

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

Two-factor authentication (2FA) login process

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

This article describes how your Investors will see the Updates in their portal view.

When you create your portal account, you may be asked to set up Two-Factor Authentication (2FA). Here is how to do so.

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

Discover the benefits of Self-Attestation and get a step-by-step guide on how to self-attest through the investor portal.

Add a bank account in the investor portal to send and receive funds through the system.

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

How to update your tax ID in the investor portal

This article will step you through updating your Investing Account address in the investor portal.

Updating or modifying profile information inside the investor portal

This article describes how to permanently delete your investor portal account.

Here's how you can reset your password and/or retrieve username as an investor.

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