Issuance Documentation
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  • Investor Dashboard Notification Center
  • Email & SMS Notifications
  1. Investor Profile

Notifications

This section provides an overview of how the Issuance platform uses notifications within your investor dashboard and via email to deliver information to you about your investments.

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Last updated 2 months ago


Investor Dashboard Notification Center

Important information that you may need to know is delivered as a notification to you within your investor dashboard. Examples of notifications include confirmations of new investments you create, updates to the status of an investment, required actions you must complete, etc. Notifications are delivered via email to the email address you saved to your investor profile, but they're also recorded and available to you within your investor dashboard.

To view a dropdown list of recent notifications within your dashboard, click the notifications icon near the top of the page. To view all notifications, navigate to the Notifications page by using the left-hand menu, or click View All from within the dropdown at the top of your screen.

Email & SMS Notifications

Notifications are delivered as emails in addition to being available within your investor dashboard. You can also opt-in for SMS notifications on a deal-by-deal basis to receive updates on your mobile device.

Email Notification Preferences

Your email address for receiving notifications is predetermined by the email address you used when you created your investor account originally, but you can submit a request to change your account email by navigating to the Account Security section of the Investor Profile page.

SMS Notification Preferences

You can opt in or out of SMS notifications for any of the offerings you have invested in by toggling them on or off in the Notifications section of the Investor Profile page.