InvestNext

Easily send out personalized, bulk emails to your Contacts through your Investor Portal.

Using the Email Center/Bulk Emails

Use the steps in this article to email one or more Contacts directly from the Contact section WITHOUT creating a Contact filter.

Mass Email from Contacts Screen Without Creating a Filter

This article walks through how you would locate the email views within an individual investor Contact

How to View Email Tracking (Contact-level)

Email

Create a custom design with text, images, and links

Company Website

Find answers and get help from Intercom Support and Community Experts

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.