Add New Investors

When setting up a profile for an investor, you will want to first create an Investor profile and associate the investments with the investor's profile by adding the associated contacts to the Investor. This applies to various situations where there are multiple contacts.

For example, to manage a private equity fund such as an investor that is a pension fund, where the contacts are a set of multiple fund owners, or contacts, also referred to as multiple owners who will need to have access to the investment in the portal.

Another scenario would be if an Investor made investments with multiple unit holders who need access to the investor's investments at various levels, you can create multiple contacts for each investing investor to manage this.

How to Add a Single Investor

1. Select Investors from the main menu.

2. Click on +Add Investor in the upper right.

   

   
   
3. Enter the Investor Name and select the Investor Type from the menu. Complete the remaining fields as needed. *Ensure that the Name, Address, and SSN fields are all completed.
4. Click Create Investor.

How to Add Contacts to an Investor

1. From the Investor page, click on Edit Investor Details.
2. Scroll down to the Contacts section.
3. Click the +Add button.
4. Use the Contact dropdown menu to select the user you want to add. If they are a primary owner, check the box.
5. Click Update Investor.

How to Bulk Add Investors

1. From the Investors tab, click on the Download button and select the preferred template type: XLSX, CSV to download the template.

   

   
   
2. On the downloaded template, add the investors you want to bulk add to the portal.
   1. Investor ID should be left blank
   2. Investor Name is mandatory
   3. Everything else is optional

3. Click the Upload button when ready to bulk add the investors using the completed template.