Guides to help investors set up their Investor Portals through IMS
Add Bank Account on Investor Dashboard
Step 1: Click the gear button at the top right. Click Payment Methods. Step 2: Choose the applicable profile in the dropdown (if needed). Click + Add Bank Account to add a new bank account. Note the option to Edit or Delete an existing bank accoun...
Investor Dashboard Login and Tour
Step 1: Click the Login button at the top right. Step 2: Type in your email and password. Click Login. (Note the Forgot Password prompt below to use when needed). INVESTOR DASHBOARD The Dashboard tab will contain investment information for each ...
Profile Information and Bank Accounts
Click the gear icon at the top right. Click Manage Profiles. If you have more than one profile associated with your account, you will see profile options in the dropdown as shown in the image below. Choose your desired profile. Add or update all...
Setting Up Your Investor Portal Account
Step 1: After receiving the Investor Invitation, use the Create Password link to confirm your e-mail address and to create your password. Step 2: Type in your desired password. Retype to confirm your new password. Make sure your password meet...
🎬 Investor Dashboard Login and Tour
🎬 Password Troubleshooting (Investor Portal)
Overview: If you cannot log into your Investor Portal or you'd like to update your password on your account, follow the guides below. Forgot Your Password Update Your Password