Entities Tab Walkthrough
Step 1: Click on the Entities tab on the left side panel. To add a new entity, click + Add Entity at the top right.
Step 2: Complete the necessary fields. Note: The Taxpayer ID Number is used in our K-1 Bulk Uploader tool and will need to be popu...
Step 1: Click on the profile icon at the top right. Click Investor Settings. Click the Dashboard Preferences tab.
Step 2: Scroll down to the Fund Details section. Toggle on/off your desired settings. Click Save.
Funds have an enhanced fund deta...
Loans Tab Overview
See the steps below for a guide on adding a new loan on the Sponsor Dashboard.
Step 1: Click the Loans tab. All existing loans appear to the right.
Step 2: Click + Add Loan at the top right.
Step 3: Type in the Loan name. Click Create.
Step 4: C...