How do I create a new Investor?

Written by HGX
Updated 2 years ago

All member firm representatives have the ability to create investor wallets in their account. Please follow the directions to create your Investor wallet:

1) Login
2) Hover over your account name in the top-right corner
3) Click "Account"
4) Navigate to the "Investors" tab on the left-side
5) Click "Add Investor"
6) Provide a Unique User Identification Number (note that this cannot be changed once it is set)
7) Provide a Nickname for your Investor
8) Hit "Save"

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