Best Practices for Group Admins to Onboard Investors

Congratulations on getting your investors and investment data loaded for your organization! Your hard work will be appreciated by your members once you roll out Seraf to them. Here are some tips and best practices for making the process as smooth as possible. Please see the attached file, which covers the following topics related to Group Administrators onboarding their investors:

  • Why you should activate investor accounts
  • What to consider prior to activating investor accounts
  • What investors will be able to see and do
  • How to activate investor accounts
  • How to monitor logins to investor accounts
  • Group member upgrade opportunity

 

 

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