Add a new account to the CRM (Investors, Manage Investor Information)

Your WB platform comes with an integrated CRM to manage your investor information. 

To add a new account to the CRM: 

1. Select Accounts from the left menu
2. Click Add an Account
3. Choose the account type:
   • Individual
     • An Individual account is typically created for single investors or two investors investing jointly
   • Institution / Entity
     • An Entity account is usually added for LLCs, Trusts, IRAs, Corporations, etc.
   • Issuer
     • Issuer accounts are associated with the Offers in the platform, and are needed in order to create a new Offer
     • For more details on creating Issuer accounts, click here
4. Provide: 
   • First Name
   • Last Name
   • Email
   • Company Name (Required for Institution / Entity and Issuer)
5. Click Save Account
   

NOTE: Each account may have multiple users. If a user has been added on more than one account, they will have access to toggle between accounts.

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