Investor portal account setup

Easily set up a seamless connection between Accelex and your investor portal account within FIS DDX or Intralinks (VDR Pro).

Onboarding

For FIS, the Carta LP Portfolio Analytics requires the setup of a service account. A service account is a single email address with access to all the data rooms within a given investor portal. Once you have such an account, please reach out to the Carta LP Portfolio Analytics to arrange for the an API key to be obtained from FIS.

For Intralinks, all your accounts can be added within the Carta LP Portfolio Analytics, and a service account is not required.

Onboarding Summary

Account management

You must be a power user in order to manage investor portal accounts.

1. Go to 'My organisation'

Click on 'My organization' in the main menu.

2. On the 'My organisation' page, select tenant

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3. Select the 'Connections' tab and expand the 'Investor portal' card

4. Add a connection

Click the 'Add ' button

5. Name your connection (optional)

Provide a unique name for this connection.

6a. If you are connecting to FIS DDX

From the drop-down menu, select 'Sungard' as the portal you want to connect to.
Choose the appropriate server location (either US or UK).
Enter your email and password.

6b. If you are connecting with Intralinks

From the drop-down menu, select 'Intralinks_VDR_PRO' as the portal you want to connect to.
Enter your portal email and password

7. Notify Carta LP Portfolio Analytics

Once your credentials have been added, the Carta LP Portfolio Analytics will activate your account for API access by adding a licence key. Please notify Carta LP Portfolio Analytics when you are ready to switch on API access for automated document collection.