How do I update my account information?
Click on your name in the top right-hand corner of the screen and select My account from the menu that
Category: Institutional Investor
How do I add a fund?
Only an Institution Admin can add Funds. Navigate to My Institution > Funds tab and click on Add new
How do I navigate management team?
My Institution > Management Team tab allows an Institution Admin to: View the complete list of Team Members (or Managers)
How do I invite a team member?
Only an Institution Admin can invite team members. Navigate to My Institution > Management Team tab and click on Invite
How do I resend an invite to a team member?
An Institution Admin can resend an invitation to a previously invited Team Member. To do that: Navigate to My Institution
How do I grant admin rights to a manager?
All the invited Team Members have Manager rights by default. An Institution Admin can grant a Manager Institution Admin rights
How do I navigate funds?
My Institution > Funds tab (shown in the screenshot below) is available only to Institution Admins. The tab allows an
How do I update an institution?
Only an Institution Admin can edit an Institution. The Edit buttons are not available to Managers. To learn more about
How do I navigate funds summary?
The purpose of the Funds Summary page is to allow the Institutional Investor to view the summary of the Funds
How do I navigate a fund?
The Funds Summary > Fund page allows the Institutional Investor to view the details of a Fund, complete and update
