What is Investor Registration from Home Page?
Investor Registration from Home Page is the process whereby from the diligentsia.co.uk website home page, an Investor sets up an account on the platform for the first time. They may be an owner who comes to the site to set up a company and then invite additional users to register onto the platform to access that Company(or Group). The process of registration and setting up your company is free.
How to Register as an Investor from the home page
Step 1: On the Diligentsia home page, click "Register for Free" at the top right corner.
Step 1: On the Diligentsia home page, click "Register for Free" at the top right corner.
Step 2: Complete the registration form and make sure you use your firm's email address and select Register as Investor and select what type of Investor you are.
Step 2: Complete the registration form and make sure you use your firm's email address and select Register as Investor and select what type of Investor you are.
Step 3: Enter your firm's name or registration number(It must be a company registered at Companies House) and confirm.
Step 3: Enter your firm's name or registration number(It must be a company registered at Companies House) and confirm.
Confirm.
Step 4: Fill in your firm's details, some are already prepopulated from Companies House, phone number, add your designation, add your website, confirm and add your firm's logo and click register.
Step 4: Fill in your firm's details, some are already prepopulated from Companies House, phone number, add your designation, add your website, confirm and add your firm's logo and click register.
Check and confirm website, then click register.
Step 5: A short description of your company is provided. Click on next and you'll be taken to the login page. A welcome email is also sent to you.
Step 5: A short description of your company is provided. Click on next and you'll be taken to the login page. A welcome email is also sent to you.
You are successfully registered. Click on next and login to your account with your registered email and password.
You are sent a welcome email.
Step 6: After clicking on login, you are sent an email containing a code. Fill it in the popup and you'll be taken to your Portfolio Index.
Step 6: After clicking on login, you are sent an email containing a code. Fill it in the popup and you'll be taken to your Portfolio Index.
Q: What information do I need to provide during registration?
You'll need your firm's name or registration number, a firm email, your designation, phone number, and other relevant details.
Q: Is the registration process free?
Yes, setting up your company and registering as an investor is free.
Q: How do I verify my email after registering?
After registering, you will receive an email. Click "Verify Email" to complete the verification.
Q: What happens if I don’t receive the verification email?
Check your spam folder or request a new verification email..
Q: What happens after I verify my email?
Once verified, you will be directed to your Portfolio Index.
Q: What if my firm’s details are incorrect during registration?
If any pre-populated details are incorrect, you can manually update them before finalizing the registration.
Q: How do I log in after registration?
You can log in by entering your email and password on the login page.
Q: How long does the investor registration process take?
The registration process typically takes a few minutes to complete.
Q: Is two-factor authentication required for investors?
Yes, two-factor authentication is required for added security.
Q: Can I invite other users to join my firm after registering?
Yes, after completing registration, you can invite other users to join your firm on the platform.
Troubleshooting
Q: Why can’t I find the “Register” button on the homepage?
A: Ensure you are navigating the correct Diligentsia homepage at diligentsia.co.uk. If the button is missing, refresh the page or try accessing it from a different browser.
Q: What should I do if my firm’s registration number isn’t recognized?
A: Verify that your firm is registered with Companies House and that you’ve entered the correct registration number. If the issue persists, contact support for assistance.
Q: Can I use a personal email instead of my firm’s email for registration?
A: No, you must use your firm’s email address to ensure proper verification and access to the platform.
Q: What happens if I accidentally close the registration form before completing it?
A: Your progress may not be saved. Restart the registration process from the homepage.
Q: Why am I not receiving the verification email?
A: Check your spam or junk folder. If the email isn’t there, click "Resend Verification Email" on the registration page or contact support.
Q: Can I change my firm’s details after registration?
A: Yes, you can update some of your firm’s details by navigating to your profile or company settings on the platform.
Q: What if the pre-populated data from Companies House is outdated or incorrect?
A: Manually edit the incorrect fields during registration. If necessary, update your firm's details with Companies House to ensure accuracy.
Q: Why am I unable to upload my firm’s logo during registration?
A: Ensure the logo file meets the required format and size specifications. Supported formats include PNG and JPEG, with a maximum file size of 5MB.
Q: What should I do if the registration form freezes or won’t submit?
A: Refresh the page, clear your browser cache, or try a different browser. If the issue persists, contact support.
Q: Can I register multiple companies under one account?
A: No, each company requires a separate registration. However, you can manage multiple companies from your Portfolio Index once registered.
Q: Is there a limit to the number of users I can invite after registration?
A: No, there is no limit to the number of users you can invite to join your firm on the platform. Check out our article on User Permissions here
Q: Can I delete my account if I make a mistake during registration?
A: Contact support to request account deletion.
Q: What do I do if I forget my password after registering?
A: Click “Forgot Password” on the login page to reset your password using your registered email.
Q: Can I complete the registration process on a mobile device?
A: No, you can't complete the registration process on a mobile device.
Q: Is there a time limit for completing the registration form?
A: No, there’s no time limit, but your session may expire if inactive for an extended period.
Q: Can I edit my designation or phone number after registration?
A: Yes, you can update your personal details from your user profile at any time. Check out our article on User Profile here