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Investor Portal -Existing Investor Portals and Linking Accounts
Investor Portal -Existing Investor Portals and Linking Accounts

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

Exempt Edge avatar
Written by Exempt Edge
Updated over a week ago

This guide will walk you through how to register a second (or more) Investor Portal account to an email already associated with an existing Investor Portal account. There are three scenarios in which you would need to do this.

  1. Your investor holds positions in more than one Issuer and/or EMD that is using Exempt Edge portals.

  2. Your investor shares an email address with a spouse or "other" investor and would like to access both accounts with the same login credentials.

  3. Your investor has both an Individual and a Corporate account and would like to access both accounts with the same login credentials.

As with your investors first portal account activation, they will receive an email from the Exempt Edge system.

If they have not yet received an activation email even though you or a company contact has confirmed they have sent one, please see our Investor Portal - Trouble Shooting and Best Practice guide!

It is important to note that for security reasons an activation link is only active for 48 hours, meaning that if investors click on this link more than 48 hours after receiving it, they will be brought to this page:

Should you see this warning message, please contact your dealing representative or company contact and ask them to resend an activation link. If you are sent a new activation link, all previous activation links will be deactivated, so make sure you are using the most recent link.

If you follow the link within 48 hours of receiving your email, you will be taken to the Account Linking page.

The process of linking an account allows you to use the same username and password to sign into multiple accounts.

To link your profiles, you must now enter the password for your existing account.

Once the investor has linked their accounts, they will be logged into their investor portal. They will now be able to switch between their linked accounts from within their investor portal by clicking the three lines at the top-right of their profile.

As an example, John Doe has linked accounts with two different companies.

When he signs into his investor portal and clicks on the three lines at the top-right of his screen, he sees both accounts listed.

He can simply change the account he is viewing by clicking the “Switch to” user.

Forgotten Password When Linking Accounts:

If investors are unable to recall their password for their Investor portal account, investors may reset it by clicking “Forgot Your Password?” which will navigate them to a password reset page.

IMPORTANT: Should investors update their password using this page, their password will be reset for all accounts associated with this email address. This means that any passwords previously saved on their browser will no longer work.

Should you have any issues linking your accounts, please see the Investor Portal – Troubleshooting and Best Practice guide.

For a thorough walkthrough of the investor portal, please see the Welcome to your Investor Portal guide.

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