How do I add an investment account for an investor in my Enterprise account?

Each time you add an investor to your Enterprise account, the system creates a default investment account, based on the investor's first and last name fields, unless otherwise specified. You can also add additional investment accounts, per the instructions below.

General Notes about Investment Accounts:

  • To find a list of all your investors' investment accounts, go to the Investment Accounts tab found in Investor Management. There you can add, edit or delete investment accounts and set defaults to which future transactions will be directed.
  • Do not use special characters, such as & ( ) " ', in the name of investment accounts.
  • To add investment accounts to your overall group account (such as for the name of a fund, SPV or cohort), follow these instructions for adding a group level investment account

There are two ways to add additional investment accounts for investors of your group, via Direct Input or via Import.

To add an Investment Account via Direct Input:

  • Go to Investor Management.
  • Select the tab for Investment Accounts.
  • Click the Actions button on the top right.
  • Select "Add new Investment Account" from the drop-down options.
  • Select who the Account belongs to from the drop-down list.
  • Enter the Account Name for the new investment account.
  • Enter notes in the Memo field (optional).
  • Indicate if you'd like to Use this account as the default for new or unclassified transactions by selecting the check box.
  • Click "Save".

To add an Investment Account via Import: 

  • Go to Investor Management.
  • Select the tab for Add Investors.
  • Click the text to Import Multiple Investors. 
  • Download the spreadsheet and follow the instructions provided. You will find a specific column for Investment Account(s).

*Notes for adding Investment Accounts via Import:

  • To add more than one investment account for an investor, separate the account names with a semi-colon in the spreadsheet. The first one listed will become the default account. If no investment account is specified, then a default account will be created based on the first and last names of the investor.
  • If you are adding an investment account to an existing investor's account, be sure to re-enter the email address and any other investor information exactly as you want them to appear in the system (e.g. First Name, Last Name, Phone Numbers, Address, Notes). All information associated with that particular investor will be overwritten upon import, with the exception of existing investment accounts.


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