Investor Portal Guide

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

If you have not received an invitation, go to the link for the Sponsor’s Investor Portal to request an account

Written by Joni Reeves
Updated over a week ago

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

Resetting your password solves most login issues

Written by Joni Reeves
Updated over a week ago

Investor Portal Guide - What if I forget my password?

Click Reset password if you do not remember your password

Written by Joni Reeves
Updated over a week ago

Investor Portal Guide - What if I encounter a problem?

If you believe you are experiencing an issue with the software, follow these instructions to get the quickest resolution

Written by Joni Reeves
Updated over a week ago

Supported Browsers

Discover the browsers we support

Written by Joni Reeves
Updated over a week ago

Investor Portal Guide - Portal Overview

Discover the capabilities available in the Investor Portal

Written by Joni Reeves
Updated over a week ago

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

The Home dashboard has an overview of your investments

Written by Joni Reeves
Updated over a week ago

Investor Portal Guide - Account Settings Overview

Discover how to manage your Investor Portal account

Written by Joni Reeves
Updated over a week ago

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

You can update your information in the Manage Account section in the Investor Portal

Written by Joni Reeves
Updated over a week ago

Investor Portal Guide - How do I change my password?

You can change your password in the account management section in the Investor Portal

Written by Joni Reeves
Updated over a week ago

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

You can enable 2FA in the account management section of the Investor Portal

Written by Joni Reeves
Updated over a week ago

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

You can see a trail of recent logins in the account management section of the Investor Portal

Written by Joni Reeves
Updated over a week ago

Investor Portal Guide - Investor Accounts Overview

Discover how to manage your investor accounts

Written by Joni Reeves
Updated over a week ago

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

Create an investor account from the main menu

Written by Joni Reeves
Updated over a week ago

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

Review and update your investor accounts from the main menu

Written by Joni Reeves
Updated over a week ago

Investor Portal Guide - Offerings Overview

Discover your sponsor's Offerings

Written by Joni Reeves
Updated over a week ago

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

The sponsor may email you when they publish an offering you may be interested in seeing.

Written by Joni Reeves
Updated over a week ago

Investor Portal Guide - What are the offering stages?

An offering may go through five stages during its lifecycle

Written by Joni Reeves
Updated over a week ago

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

Each offering on the Home Dashboard has a deal card where you can find the details for the offering

Written by Joni Reeves
Updated over a week ago

Investor Portal Guide - What is a reservation offering?

A sponsor may open an offering for reservations before fundraising begins

Written by Joni Reeves
Updated over a week ago

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

When it is required, you will be prompted to accept the sponsor's NDA before you can view the offering details.

Written by Joni Reeves
Updated over a week ago

Investor Portal Guide - Online Investment Process Overview

Discover how to navigate through the investment process

Written by Joni Reeves
Updated over a week ago

Investor Portal Guide - What is the Online Investment Process?

There are four steps to complete the online investment process

Written by Joni Reeves
Updated over a week ago

Investor Portal Guide - How do I submit an offer?

Submit your offer and commit to a deal when you access the subscription page for an offering

Written by Joni Reeves
Updated over a week ago

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

You can e-sign the subscription documents in the Investor Portal once you complete your investor accreditation

Written by Joni Reeves
Updated over a week ago

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

You have the option to download and manually sign the documents

Written by Joni Reeves
Updated over a week ago

Investor Portal Guide - How do I fund an investment?

Remit your contribution payment through the online investment process

Written by Joni Reeves
Updated over a week ago

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

The subscription page for an offering will show the status of the investment process

Written by Joni Reeves
Updated over a week ago

Investor Portal Guide - What if I need to change my commitment amount?

Once you subscribe, you can change the commitment amount at any point until you sign an agreement document

Written by Joni Reeves
Updated over a week ago

Investor Portal Guide - Contribution Payments Overview

Discover how to remit and manage contribution payments

Written by Joni Reeves
Updated over a week ago

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

View your contribution payments by selecting Payment Activity

Written by Joni Reeves
Updated over a week ago

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

Configure ACH when you fund your offering

Written by Joni Reeves
Updated over a week ago

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

You can cancel an ACH payment while the status is “In Progress”

Written by Joni Reeves
Updated over a week ago

Investor Portal Guide - What are micro-deposits?

Some banks require micro-deposits when configuring ACH payments

Written by Joni Reeves
Updated over a week ago

Investor Portal Guide - Distribution Payments Overview

Discover how to enable and manage your distribution payments

Written by Joni Reeves
Updated over a week ago

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

You provide the details for receiving payments in your Investor Account Settings

Written by Joni Reeves
Updated over a week ago

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

You will need to provide bank details when you set up ACH for distribution payments

Written by Joni Reeves
Updated over a week ago

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

You can select the method for receiving payments in your Investor Account Settings

Written by Joni Reeves
Updated over a week ago

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

You can see the detail for distribution payments from the Investments section of the Investor Portal

Written by Joni Reeves
Updated over a week ago

Investor Portal Guide - Investments Overview

Discover how to view and manage your Investments

Written by Joni Reeves
Updated over a week ago

Investor Portal Guide - Where can I find investment details?

You can find details for each of your investments from the Investments section

Written by Joni Reeves
Updated over a week ago

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

You can view your investments grouped by investor account in the Investments section of the Investor Portal

Written by Joni Reeves
Updated over a week ago

Investor Portal Guide - Where can I find closing documents?

You can find your closing documents from the Documents or the Investments sections in the Investor Portal

Written by Joni Reeves
Updated over a week ago

Investor Portal Guide - Can I access completed investments?

You have access to the details for all investments, whether active or completed, from the Investments section

Written by Joni Reeves
Updated over a week ago

Investor Portal Guide - Documents Overview

Discover how to access and manage your Documents

Written by Joni Reeves
Updated over a week ago

Investor Portal Guide - How do I search my documents?

You can search for documents by name from the Documents section

Written by Joni Reeves
Updated over a week ago

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

You can apply criteria to filter your list of documents

Written by Joni Reeves
Updated over a week ago

Investor Portal Guide - How can I sort my documents?

You can sort your list of documents by date

Written by Joni Reeves
Updated over a week ago

Investor Portal Guide - Can I preview a document?

You can preview PDF documents

Written by Joni Reeves
Updated over a week ago

Investor Portal Guide - Can I download a document?

You can download one or more of your documents from your list of Documents

Written by Joni Reeves
Updated over a week ago