Sign Up for Office Hours!

We want to make sure you are getting the most you can out of the IMS platform. Over the next several months, we will be holding thrice-monthly training sessions with our Relationship Management and Support teams. These will be live, so this is a great opportunity to ask any burning questions you may have regarding a variety of topics. Click on the links below to sign up for the session that works best for you!

Upcoming Meeting topics

• January 11 - K-1 Upload Process and Best Practices
• January 19 - eSignature
• February 8 - K-1 Upload Process and Best Practices
• February 16 - Communication Best Practices
• March 8 - K-1 Upload Process and Best Practices
• March 16 - Investor Statements