Enabling the Investor Web Access Screen

Enabling the Investor Web Access Screen

You would utilize this screen to set up an investor for access for a Web Investor.
The investor will use the Logon ID and password set up on this screen to log onto Web Investor.
To access this screen, perform the following:
  1. Open Investor Accounting
  2. Select an Investor
  3. Right-click on the Investor Detail screen
  4. Select Web Access

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