Janover Connect

Discover how to create the Investor Accounts your investors will use as the legal entities for their investments

Manager Platform Guide - Investor Accounts Overview

You can add Investor Accounts on behalf of your investors

Manager Platform Guide - How do I add an Investor Account?

You can edit Investor Accounts on behalf of your investors

Manager Platform Guide - How do I edit an Investor Account?

You may need to clean up your list of investor accounts

Manager Platform Guide - How do I delete investor accounts?

You can revise instructions and change payment methods on behalf of your investors

Manager Platform Guide - How do I update distribution payment instructions for an Investor Account?

Yasmin Bastos

Investor Accounts

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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