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How to reset or change your Investor Portal password, whether you are logged in or have forgotten your password.

How to Reset or Update Your Password On the Investor Portal

How to add the Investor Portal to your Home Screen on iOS or Android for quick access like a mobile app

Does the Investor Portal Have an App?

Account Preferences

Investor Portal entity settings guide. Update details, manage bank accounts, view linked accounts, and upload certificates.

How to Manage Your Investing Entity Settings

How to add or edit bank accounts in the Investor Portal

How to Add and Update a Bank Account on the Investor Portal

Fahim Kaidawala

Learn how to manage your account and investing entities ongoing

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