Issuance Documentation
  • Issuer Documentation
  • Issuer Profiles and Accounts
    • Issuer Profile
      • Issuer Onboarding
      • Managing Issuer Accounts on an Issuer Profile
      • Payouts
    • Issuer Account
      • Creating and Logging Into an Issuer Account
      • Issuer Account Settings
    • Platform Self Serve Guide
    • Changes to the Platform
  • Offerings
    • Overview
    • Regulation A
      • Creating a Regulation A Offering
      • Managing Regulation A Investments
      • Regulation A Settings
    • Regulation CF
      • Creating a Regulation CF Offering
      • Managing Regulation CF Investments
      • Regulation CF Settings
      • Escrow Closing Process
      • Refund Processing
    • Regulation D 506(b)
      • Creating a Regulation D 506(b) Offering
      • Managing Regulation D 506(b) Investments
      • Regulation D 506(b) Settings
    • Regulation D 506(c)
      • Creating a Regulation D 506(c) Offering
      • Managing Regulation D 506(c) Investments
      • Regulation D 506(c) Settings
    • Regulation S
      • Creating a Regulation S Offering
      • Managing Regulation S Investments
      • Regulation S Settings
  • Offering Analytics and Reports
    • Offering Analytics
    • Offering Reports
  • INVESTOR PAYMENT METHODS
    • Page 1
  • API
    • Issuer API
    • Third Party API
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  1. Issuer Profiles and Accounts
  2. Issuer Account

Creating and Logging Into an Issuer Account

Last updated 6 months ago

This section provides information on how to login to your Issuer Account after an invitation email has been sent. You will be prompted to create a password when you login to your Issuer Account for the first time. If you have not received an invitation email, please reach out to your Issuance Client Operations contact.

Login

Login with Email and Password

You must use your invitation link to login for the first time.

Open your invitation email to create an Issuer Account and click on the invitation link.

Clicking or using the emailed link will bring you to the Issuer Login page.

Password

Click the Password field. Type in a secure password.

Passwords on issuance.com must contain at least 8 characters.

Creation

You can manage your Issuer Account and your Issuer Profile from the dashboard.

If an Issuer profile has already been created for your company and it is not connected to your account, please contact your Issuance Client Operations contact for assistance.


Login with Single Sign-On

You must use the invitation link to sign in for the first time.

Open your emailed invitation to create an Issuer Account and click on the invitation link.

Clicking or using the emailed link will bring you to the login page.

Email service provider

Scroll down and click on the email service provider where you received an invitation.

This will open a new page or a pop-up where you can use single sign-on authentication.

In this example, Google is selected.

Select account

You will be given the opportunity to either enter in your login credentials or choose from a logged-in account.

You can manage your Issuer Account and your Issuer Profile from the dashboard.

If an Issuer profile has already been created for your company and it is not connected to your account, please contact your Issuance Client Operations contact for assistance.

Click the "Continue" button to login and be taken to the .

After your password has been set, you can login at the .

If you have not yet set up an Issuer Profile for your company, documentation for doing so .

Use or select the email address where you received an invitation. After successul authentication, you will be taken to the .

After your password has been set, you can login at the .

If an Issuer Profile has not been set up for your company, you will be forwarded to the Issuer Onboarding flow. Documentation on how to complete the flow can be .

Issuer Dashboard
Issuer Login page
can be found here
Issuer Dashboard
Issuer Login page
found here