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Customizing Portal Notifications - PDF

Customizing Portal Notifications
(Updated 05/22/2018)

Step 1: Click your name at the top right. Click Investor Settings.


Step 2: Click the Portal Notifications tab. Here, you will see a list of all available event notifications. Note the Recipient Type column. Click the edit button on the right to edit the notification content.


Step 3: To edit the wording in a notification email, toggle the Customize email notification option to “On”. Feel free to change the wording or include tags with the “Insert Tag” option.
*Note: please do not edit anything within the grey box. This information is necessary to the template and you will be required to keep this information included in this notification.


Step 4: Once you have all desired changes and modifications, click Save. If needed, note the Reset to Default option.


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