Resources for Enterprise Accounts
Investors
- What does it mean to Lock my Enterprise account?
- How do I add an investor to my Enterprise Account?
- What benefits are there to activating Investor Accounts in an Enterprise Account?
- What do I need to do before activating Investor Accounts in an Enterprise Account?
- How do I manage my Investors' expectations with regard to managing their accounts in Seraf?
- How do I activate Investor Accounts in an Enterprise Account?
Investment Accounts
- How do I add an investment account for an investor in my Enterprise account?
- How do I edit or delete an investment account in my Enterprise account?
- How do I change the default investment account for an investor in my Enterprise account?
- What does the asterisk (*) mean on the Investment Accounts page in my Enterprise account?