Contact Profile
Contact Profile details are located under the Contact Menu in the upper right corner of the Investor Portal. Here, you can review your information and make any changes needed, as well as upload files, enable Two-factor authentication, and set your email update preferences.
NOTE: Any changes made to your contact profile must go through an approval process by system administrators before these changes will be reflected in your profile.
Manage Profile
Click Contact Profile in the menu to view your details. Use the Edit button to modify information, as needed. After clicking Save, a green alert appears to notify you the Requested changes were submitted for approval. Once approved, changes will be reflected in your profile.
TIP: Use the Upload File button to securely upload documents to the sponsor. Admin approval is required before the documents will be visible on the Documents page.
Upload Documents
The Upload File button is available on the profile page as well as the login action page to securely upload documents to the sponsor. Admin approval is required for all document uploads. A green alert appears to notify investors the Requested file was submitted for approval.
