Getting Started - Investment Firms
Set up your eShares account
- How do I add users to the investment firm account?
- Bank Account Setup - Investment Firm
- Investment Firm Overview
- How do access levels work?
- How do I navigate between accounts?
- Getting Started for LPs
- Security Acceptance Workflow: Investment Firm
- Managing Access and Permissions for your Investors
- Selecting Document Permissions for Investment Firm Individuals
- Realized Investments
- Granting Reports Access Permissions
- Investor Contact Management
- "Heads up" email - for LPs