Connect with funds

Learn about requesting a connection with a fund

Edgefolio Support avatar
Written by Edgefolio Support
Updated over a week ago

Requesting a connection with a fund

To view  fund's News Feed and Documents tab you would need to request access to the fund. Edgefolio works by reverse solicitation, whereby all fund marketing material is concealed from the investor, up to the point of requesting access.

There are number of ways to request access:

  1. Clicking on the green "Connect" button at the top of the fund profile page.

  2. Clicking on "Connect to see details" at the bottom of the fund profile overview tab.

  3. Requesting access on the fund's Documents tab.

Once access is requested, the fund's representative will receive an email notifying of your request and prompting them to upload a recent document to the document room, poor to granting access.

"Dynamic", green funds should respond to your request within a couple of hours whilst "Static", grey funds are slightly slower to respond as we onboard them to the Edgefolio platform. 

Once a fund grants your request, you should receive an email prompting you to log in and view the fund's Documents and News Feed tabs.

View funds you are currently connected to

On the Fund Search page, there is a "My Connections" box beneath the "Keyword" search. Ticking this box, allows you to monitor funds of interest - such as those who have already granting you access or those from whom access is pending.

Additionally, why not add your fund to a Group. You can learn more about creating Groups here.

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