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
Powered by GitBook
On this page
  • Settings
  • Password Change
  1. Issuer Profiles and Accounts
  2. Issuer Account

Issuer Account Settings

Last updated 6 months ago

This section provides information on how to change your account password and settings. These changes will not affect an Issuer Profile you have access to nor any current or future Offerings.

Settings

On the , click on the link on the left-hand navigation bar.

This will take you to the page.

First Name

Changing this will change your first name on your Issuer Account.

Last Name

Changing this will change your last name on your Issuer Account.

Company Name

Changing this will change your company name on your Issuer Account.

Default Issuer

Changing this will change the default Issuer Profile you see when you log in to your Issuer Account.

Select the Issuer Profile you want to be the default from the drop-down menu.

To save changes click "Save Changes".

You will receive a message confirming your new preferences have been saved.


Password Change

To change your account password, enter a new password in the "New Password" field and re-enter the new password in the "Confirm Password" field.

To save changes click "Change Password".

You will receive a message confirming your new password has been saved.

Issuer Dashboard
Settings
Settings