How do I activate Investor Accounts in an Enterprise Account?

Follow these simple steps to activate Investor Accounts:

  • Go to Investor Management.
  • Select the investor whose account you’d like to activate and click the button to Customize activation email or select multiple or all investors and 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. Included in the default text is a link to a User Guide for Investors of Enterprise Accounts, so that they can get up to speed on how to use Seraf and its features.
  • 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. If it shows that they have never logged in, you can resend instructions to follow up.

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