If you're on the Amplify or Accelerate plan, you will have access to the Investor Relations feature as part of your subscription. To learn more about our plans, click here.
Investors have access to their holdings and transaction information and can view and download their holding statement.
To invite your investors:
Click on the Investor Relations link on the left sidebar.
On the Investor Relations page, click on the Invitations tab in the contacts panel (Image 1).
Select the investors you want to invite by ticking the checkbox in the far right column. You can also bulk-invite all your investors by simply selecting the box in the first header row.
Click the 'Invite' button.
Image 1 - Investor Relations - Invitations tab
5. In the Confirm Invitations window, click on the 'Confirm' button.
Image 2 - Confirm Invitations
Your invited investors will be sent an email invitation (Image 3) to create an account on BOULEVARD.
Image 3 - Investor Email Invitation
