Notify your investors when K-1 documents have been uploaded
We have added a new portal notification option specifically for K-1 document uploads. Messages to your investors can now be customized to share important tax information during K-1 season!
This portal notification is exclusive to K-1 upload functionality and does not affect our existing Document Upload Notifications.
*Note: Notifications for all other document types remain unchanged.
Additional Enhancements to New Investor Portal Settings
Since its initial release, we have continued to implement minor enhancements to our New
Investor Portal. Recently, we made the following updates to Investor Settings for the New Investor Portal to improve the user experience:
- When 'Transactions' is toggled off in the new Investor Settings, the Transactions log will no longer display on the Offering Details page, guaranteeing that investors will not see transactions anywhere when disabled
- The 'Investor Communication' checkbox in the new Investor Settings is now a toggle.