How do I add a portfolio?
Navigate to My Portfolios and click on Add Portfolio. Enter information in all fields and click on Add account.
Category: Individual Investor
How do I view and update portfolio settings?
Navigate to My Portfolios and click on a portfolio to open it. Click the Settings button at the top of
How do I invite members to a joint account?
Only the primary account holder (i.e., a person who created the joint account) is able to invite member(s) to a
How do I change my account password?
You must know your current account password to be able to change it. If you forgot your password, please reset
How do I reset my password?
Navigate to app.iownit.us and click on Forgot Password? Enter your email address, complete the CAPTCHA questions, and click on Send
How do I enable 2-step authentication?
Navigate to My Account > Security tab and click on the 2-Step Authentication switch (disabled by default) to enable the
How do I locate an offering?
The filtering panel located at the top of the Offerings page allows you to filter the currently displayed Offerings (either
How do I invest in an offering?
It is possible to invest only in Active Offerings. To invest in an Offering: Navigate to the Offering page
How do I navigate exchange view?
All the open and not executed by buyers sale tickets are displayed on the Exchange page. The sale tickets are
How do I locate a business?
The filtering panel at the top of the Business Directory page (outlined in red in the screenshot below) allows you
