Exempt Edge

Feature that allows users to share KYC information directly on the Investor Portal.

Investor Portal KYC module

How to upload and share documents with your investors to their Investor Portal

For investors users who would like to add some additional security when logging into their Exempt Edge portal.

*INVESTOR PORTAL ONLY*
Allows investors with multiple portal logins to see a dashboard of connect profiles for them to choose from.

This article walks you through linking Investor Portal accounts to an existing Investor Portal.

This article aims to explain why your investor may not be receiving emails and what can be done about it.

Clients having issues with their Investor Portal? You're in the right place.

Find answers and get help from Intercom Support and Community Experts

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