Investor
Portal - Logging into Portal as a Principle Investor
The members portal can be accessed by the following parties, and this article will be illustrating the required steps on how to log into the portal as a principle investor and/or on behalf of an investor. Principle investors have the authority to ...
Portal - Investment Options
There is a menu specific for investor’s and depending on what functions that they need, there are options available to them on their own portal menu NOTE: These menu options are configured in Fusion. 1. On the portal there is a menu called Investment ...
Portal - Bidding (Place a Bid and Adjust a Bid)
In order to successfully place bids on auctions, there must be a series of different applications to peruse in order to decide who to invest in. 1. On the portal navigate to the Browse Applications option under the Marketplace menu: To find out more ...
Portal - Manage Investments (Live Bids, Historical Bids and Investments)
As an investor, you have the option to look at the applications that are available for live bidding (for more details on browse applications, click here), historical bids and investments. 1. To do this, on the portal select the Manage Investments ...
Portal - Browse Applications
As an investor, you probably want the opportunity to view all of the loan applications that you could potentially bid on. 1. To do this, on the portal menu select the Browse Applications option under the Marketplace menu: 2. It will then list all of ...
Portal - Fund Account Statement (View Statement)
There is an option to view all associated fund account statements to see what the current balance is and to review any transfers that were made in and/or out of the account. 1. Navigate to the View Statements option under the My Funds menu: 2. This ...
Portal - Transfer Money Out Function
The Transfer Money Out function is used to transfer money out of the investment fund account into a selected bank account. 1. Navigate to the Transfer Money Out option under the My Funds menu: 2. This will redirect you to the main Transfer Money Out ...
Portal - Transfer Money In Function
The Transfer Money In function is used to transfer funds into your investor fund account. 1. Navigate to the Transfer Money In option under the My Funds menu: 2. This will redirect you to the main Transfer Money In screen that displays the Account No ...
Portal - Funds Account
The funds account is a summary of the investor account and any funds that have been allocated to/from the account. 1. In the portal navigate to the Funds Account option under the My Funds menu: 2. This will open the Funds Account screen that outlines ...