Terms and Privacy

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

Navigate to your name at the top right and select Investor Settings.  

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

From here, you can copy and paste your Privacy Policy as well as Terms and Conditions into the open text boxes and make edits as needed. The toolbar contains edit tools including the ability to insert personalized tags (blue text boxes) and text edit options. Be sure to select Save when finished.

Once uploaded and saved, investors will be able to review the Privacy Policy and Terms of Use on the footer menu of their investor portal, which can be viewed from anywhere in their portal.