Profile

You can manage your profile details under the User Menu located 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 profile must go through an approval process by system administrators before these changes will be reflected in your profile.

Simply click on Profile to view and edit your profile details such as:

Contact information
Tax information
ACH Bank information
Investment Investors details

NOTE: To view further details in any section, click Expand, or click Collapse to hide.

IMPORTANT: If you need to make any changes, you must scroll to the bottom of the page and click on Edit to open up the fields and make changes.

At the bottom of the page, you can check the box to Receive email updates from the site, enable Two-Factor authentication, and Upload a File.

TIP: Click here to learn more about Two-Factor Authentication.