Accounts

Create a consumer account

Add consumer account on website via Administration.

Nicolas Vodoz
Updated by Nicolas Vodoz

Create a contact

Guide for adding a contact in account settings.

Nicolas Vodoz
Updated by Nicolas Vodoz

View and download invoices from an account

Invoice download instructions for account management.

Nicolas Vodoz
Updated by Nicolas Vodoz

Send access to the platform to a contact

Account access instructions for platform users.

Nicolas Vodoz
Updated by Nicolas Vodoz

Add/modify the billing address

Billing address management for account settings.

Nicolas Vodoz
Updated by Nicolas Vodoz

Link an existing account to a site

Linking consumer or investor account to site settings.

Nicolas Vodoz
Updated by Nicolas Vodoz

Changing the correspondence method

Change matching method for account via settings.

Nicolas Vodoz
Updated by Nicolas Vodoz

Contact