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Investor Portal Guide
Investor Accounts
Investor Portal Guide - Investor Accounts Overview
Investor Portal Guide - Investor Accounts Overview

Discover how to manage your investor accounts

Joni Reeves avatar
Written by Joni Reeves
Updated over a week ago

Investor Accounts are your entities as a limited partner investor. When you make an offer, you do so through an investor account. As an individual, you may be handling investments on behalf of several entities (partnerships, trusts, individuals, etc.). You can manage these investments separately by creating an investor account for each entity. This section lets you control each account's information. On this page you can:

  • View and manage the settings and information for each of your investor accounts

  • Add investor accounts

=> Select Investor Accounts from the menu

Each account is listed showing the account name, the number of investments, and the contribution amount associated with the investments.

Select the Active or the Inactive tab to see the list by account status.

From this screen, you can add a New Account. You can also review or edit existing accounts by clicking on the investor account name.

Support Information

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