Investor Profiles
The Investor Profiles page is available under the Contact Menu located in the upper right corner of the portal. Here a table lists all assigned investors for you to review and conduct investor profile change management, such as profile updates and file uploads. Use the search to locate a specific investor, view and edit the details, as needed. Investor names are also hyperlinked throughout the portal to make it easier to quickly access each dedicated investor profile.
Manage Investor Profiles
Click the related investor name in the table to open the profile and view the details. Use the Edit button to modify the available fields. Fields may vary based on portal configuration.
NOTE: Any modification made to the investor profile page goes through an admin approval process. Admins are notified in real-time when a contact submits profile changes. A notification will be appear in the Notification Center once an admin has taken action.
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.
