How do I resend login instructions to the investors of my Enterprise Account?

If you have already invited your investors to join Seraf by sending them an activation email, and need to resend the information, follow these steps: 

  • Go to Investor Management.
  • Click the button next to the investor to "Re-send activation email" or check the box next to multiple investor and then click the button at the bottom of the page to “Customize activation login instructions”.
  • Review and edit the From line, Subject line and Message text as desired, being sure to preserve the Login Instructions and default url text that must remain in the message body in order for your investors to access their accounts.
  • Click “Send”.

The next time you go to the Investor Management page, you'll see a record of the last time each investor logged into his/her account.

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