How do I manually create an investor?

Path: "Investors" > "New investor" 

Manual creation of a new investor

Steps to manually create an investor:

1. Go to "Investors"

2. Select "New investor"
3. After you have provided all relevant personal data, save the information
4. The investor is then available in the overview of all investors 

Overview of the creation process

Within the creation process of new investors, all mandatory fields are marked as such.

Please note that the inputs vary, depending on whether you are creating a Private Investor or a Company Investor. 

In the last step you can select, whether an email should be sent to the provided email address, including a link to confirm the email address and set a password.

The email template, which is sent out when you select "Yes" can be found through the email templates with the reference manual_investor_email_comfirmation_instructions.

Hint

Please note that the account of a newly created investor will initially

• have incomplete personal data depending on what you provided
• not have a confirmed e-mail address

These steps must subsequently be carried out by the investors themselves.