Track record entries are prepared in Reports & Statements, under Money, on the Public Track Record tab. Published entries appear on your investor sign-up page.
Prepare an entry
- Go to Reports & Statements and click Public Track Record.
- Click Prepare Entry.
- Choose the Investment and a Completed Statement Run. If there is none, generate one in Account Statements first.
- Enter a Public Title and Public Summary.
- Click Prepare for Review.
Publish an entry
A different finance reviewer with publishing access clicks Review and Publish, enters Review Notes (at Least 10 Characters), checks I Reviewed the Totals, Text, and Source Date for Public Use, and clicks Publish on Public Page.
What investors see
Totals include Funds Paid In, Payouts, Value Still Held (Estimate), and Total Value per Dollar Paid In. The page states that these are selected investments, not your full history, and that past results do not promise future results.
Withdraw an entry
Click Withdraw, then Withdraw Entry. The entry leaves the public page but its history is kept.
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