Creating an account
The account creation process must be initiated by the Issuer or Exempt Market Dealership whose information you wish to receive. Once they trigger the process, you will receive an email that looks like this:
Once you click “Active Account”, you will be prompted to set-up a password:
There are three scenarios in which you may want to link accounts:
- You are a client of more than one Issuer and/or EMD
- You share an email address with a spouse or other and would like to access both your accounts with the same login credentials.
- You have both an Individual and a Corporate account and would like to access both accounts with the same login credentials.
In either of these scenarios, the creation of the additional account must be initiated by the Issuer or Exempt Market Dealership whose information you wish to receive. Once they trigger the process, you will receive an email similar to:
Once you click “Activate Account”, you will be directed to log into your existing account via the “Already have an account?” section. Simply enter in the username and password for your existing account (refer to Resetting your Password – Investor if your password is forgotten), then click “Link Accounts”:
You will then be directed towards your portal, where you can switch between your accounts by clicking on your Profile in the top right-hand corner: