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Investor Portal Guide

Investor Portal Guide

Investor Portal Access

Investor Portal Guide - How do I create an Investor Portal account?

Investor Portal Guide - What if I can’t log in?

Investor Portal Guide - What if I forget my password?

Investor Portal Guide - What if I encounter a problem?

Supported Browsers

Investor Portal Introduction

Investor Portal Guide - Portal Overview

Investor Portal Guide - Where can I find a summary of my investments?

Manage Your Account

Investor Portal Guide - Account Settings Overview

Investor Portal Guide - How do I update my account information?

Investor Portal Guide - How do I change my password?

Investor Portal Guide - How do I enable Two Factor Authentication (2FA)?

Investor Portal Guide - Where can I see a recent access log?

Investor Accounts

Investor Portal Guide - Investor Accounts Overview

Investor Portal Guide - How do I create an investor account?

Investor Portal Guide - How do I edit an investor account?

Investor Portal Guide - Offerings Overview

Investor Portal Guide - Will I be notified when the sponsor adds a new offering?

Investor Portal Guide - What are the offering stages?

Investor Portal Guide - Where can I see the details for an offering?

Investor Portal Guide - What is a reservation offering?

Investor Portal Guide - What if the sponsor requires a Non-Disclosure Agreement?

Online Investment Process

Investor Portal Guide - Online Investment Process Overview

Investor Portal Guide - What is the Online Investment Process?

Investor Portal Guide - How do I submit an offer?

Investor Portal Guide - How do I sign subscription documents electronically?

Investor Portal Guide - How do I sign the subscription documents outside of the Investor Portal?

Investor Portal Guide - How do I fund an investment?

Investor Portal Guide - Where can I find the status of my offer?

Investor Portal Guide - How do I invest multiple times?

Contribution Payments

Investor Portal Guide - Contribution Payments Overview

Investor Portal Guide - Where can I see my contribution payment history?

Investor Portal Guide - How do I set up ACH Direct Deposit for contribution payments?

Investor Portal Guide - Can I cancel an ACH Contribution Payment?

Investor Portal Guide - What are micro-deposits?

Distribution Payments

Investor Portal Guide - Distribution Payments Overview

Investor Portal Guide - How do I set up the method(s) for distribution payments?

Investor Portal Guide - What information is needed to set up ACH for distribution payments?

Investor Portal Guide - How do I change the method for distribution payments?

Investor Portal Guide - Where can I see my distribution payments?

Investor Portal Guide - Investments Overview

Investor Portal Guide - Where can I find investment details?

Investor Portal Guide - Where can I find the investments for one of my accounts?

Investor Portal Guide - Where can I find closing documents?

Investor Portal Guide - Can I access completed investments?

Investor Portal Guide - What metrics can I see on the portal?

Investor Portal Guide - Documents Overview

Investor Portal Guide - How do I search my documents?

Investor Portal Guide - How can I filter my list of documents?

Investor Portal Guide - How can I sort my documents?

Investor Portal Guide - Can I preview a document?

Investor Portal Guide - Can I download a document?