A portal login on its own does not give access to any account. Invite the investor first, then use Grant Account Access to choose which investing account they can use.
Steps
- Invite the investor with the Investor role. See How Do I Invite a Team Member?
- Open Settings and choose Team.
- Choose Grant Account Access.
- Pick the Portal Member and the Investing Account.
- Check what they are allowed to do (see the list below).
- Optionally set an Authority End Date (Optional).
- Enter an Authority Evidence or Review Note and save.
The permission checkboxes are:
- Allow This Member to Prepare and Submit Investment Applications
- Allow Signing for This Account
- Allow Banking and Funding Actions
- Allow Tax Document Access (checked by default)
- Allow Legal Profile Changes
Viewing the account is always included.
See or remove access
Current grants appear under Investor Account Access on the Team page. To remove one, choose Remove Access, enter a reason, and confirm. The person loses access to that account. You cannot take back copies they have already downloaded.
You need permission to invite team members and grant investor account access to use these controls.
Syndelo is in preview. eSign and investor payments require live provider setup; a demo or sandbox action does not complete a live transaction. Confirm availability for your workspace before relying on either.
Try It With Sample Data
Sign in to the shared demo workspace as a sponsor or as an investor. No signup, and nothing you do there sends real email or moves money.
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