Where do I update disclosures/disclaimers? (Policies, Terms & Condition, Disclosure)

Investment Disclaimer:

The Investment Disclaimer appears platform-wide, in the footer of the page.

• For instructions on how to update your Investment Disclaimer, you can click here.

Policies:

The policies a user needs to review and accept appear during the account setup process.

• For more information on how to customize these policies, click here.

Reg CF Disclosures:

As part of the Reg CF requirements, investors need to agree to several disclosures prior to submitting payment.  To add the built-in list of disclosures to an offer: 

1. Select Offers from the left menu
2. Click into the offer that requires Reg CF disclosures 
3. Choose Investor Flow
4. Click Add Investment Step
5. Select Income Verification (Reg CF)
6. Click Save Changes
   
   

Custom Disclosures:

If additional disclosures are required for any of your offers, you can add them into your Forms.  

For example:

1. Select Platform from the left menu
2. Click Forms
3. Use the pencil icon to edit an available form 
4. Click Add A New Field 
5. Select the Acknowledgement field type
6. Add your disclosure to the text editor
7. Click Save

For more information on customizing forms, click here.