How can we help?

Terms and Conditions

Follow the steps below to upload or edit your Terms and Conditions that will display on the Investor Portal in the footer menu. 

Go to your name in the top right corner of you screen > select Investor Settings

Screen_Shot_2020-04-24_at_10.22.11_AM.png

The default landing page in Investor Settings is the Content Tab. The Term and Conditions are located at the bottom of this page. 

2020-04-24_10-07-59.png

From here, you can copy and paste your Terms and Conditions into the open text box and make edits as needed. The toolbar contains edit tools including the ability to insert personalized tags (blue text boxes) and text edit options. 

2020-04-24_10-11-53.png

Once you are satisfied with your terms and conditions you can select save

2020-04-24_10-11-54.png

Once uploaded and saved, investors will be able to review the Terms and Conditions on the footer menu of their Investor Portal which can be viewed from anywhere in their portal. 

2020-04-24_10-14-47.png

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request