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Articles in this section

  • Investor Portal Login FAQ
  • Investor Dashboard Login & Tour
  • Managing Your Profile
  • How to Update/Add Additional Investor Profiles
  • Add Bank Account
  • Investor Password Reset
  • Portfolio Performance
  • Locating K-1s and Other Documents in the Investor Portal
  • Bulk Download Investment Documents
  • Upload Documents through the Investor Portal
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Investor Password Reset

 

Step by Step Instructions:

Select the "Forgot your Password?" link from the investor website login screen. 

PassReset1.png

Next, type in the email address of the associated profile and click Submit. From here, an email will be sent to you with a link to reset your password.

PassReset2.png

Once you receive the email, select the "Reset Password" button.

Here, you may set up a new password. You must type the new password into the "Password" and "Confirm Password" fields.

PassReset3.png

Once you've entered the password into both fields, please click Save, and then you may return to the login page.

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Related articles

  • Resetting an Investor's Password through the CRM
  • Investor Portal Login FAQ
  • IMS System Overview
  • Cap Table Overview
  • Add Bank Account

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