The Exempt Edge Investor Portal allows your clients to log into a secure portal to view investment details, shared Statements and Trade Confirmations, documents, and company contact information.
In order for your clients to access this portal, an activation email must be sent from within their investor profile on your system.
As you create investor profiles and send activation emails, investors will receive account activation emails from notifications@exemptedge.com. Unless your company has email whitelabeling setup - ask your admin to confirm.
Any email notification (Welcome, Statements, Trade Confirmation, or Document emails) sent to the investor would allow them to set up their investor portal if they haven't already done so.
Sending an Activation Email:
Navigate to the Investor Module and search for an investor.
Under the Profile tab, you will find the button on the far right-hand side. The User Account having no login means they have not yet activated their investor portal.
The system will also display the time of the last activation email was sent to the investor.
Review the confirmation message and then click Yes, Send Activation.
When the welcome email is sent investors will receive a link to activate their account. Their email address will act as their username, and they will need to set up their password.
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 asked to link their accounts upon activation. This can be accomplished using the password of the existing account. 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.
If the investor has forgotten their password to one of their previously established portals, please direct them to the URL portal.exemptedge.com. From here, they will be able to click the 'Forgot your Password?' link and follow the steps to reset their password. Please note, they will not be able to reset their password to an existing portal through the activation link you have sent them.
The first email from the system will be a link for their Account Activation. This will include setting up their username and password. The email communications investors will receive from the system will be for Transaction Confirmations, Client Statements, and Investor Viewable Documents. 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 secure portal to view documents. Sensitive information will never be shared with an investor via email.
Further details for your investors on Investor Portal Activation, Troubleshooting, and usage are available through the below Investor Portal Guides.