Clients will have the ability to log into a secure portal to view contact, investment, statement and report details. As you complete creating investor profiles within your system, investors will receive account activation emails from notifications@exemptedge.com. Simply click the 'Send Activation Email' link button within the investor's profile:
​

It is very important to ensure that you have an active email for all investors, as this is the method of delivery for all Transaction Confirmations and Client Statements. 

Investors sharing the same email address will be able to link their accounts. This is something the investor will complete using the username and password of the existing account to link to. Additionally, if the investor already has an active Exempt Edge portal with another company, they are able to link their profiles and use the same username and password to gain access to all accounts.

The first email from the system will be a link for their Account Activation. This will include setting up their username and password. The following communications investors will receive from the system will be for Transaction Confirmations, Reports and Client Statements. An email notification will be sent to the client when a statement is available for viewing.
​
Please note, any new updates shared with the investor will send an email to them to prompt them to log in to their portal to view documents. Sensitive information will never be shared with an investor via email.
​
​
​