How can a required field be added to the investor signup process? (Account Setup, New Investor, Required Field)

Modified on Wed, Jan 29 at 9:30 AM

If an investor needs to supply specific information at the time they are signing up to the platform for the first time, fields can be added to Account Signup.


To add a fields to Account Signup, follow the steps below: 

  1. Select Platform from the left menu
  2. Click Forms
  3. Click available form
    • For example: Individual Investor - Account 
  4. Click Add Field or click to edit an existing field
  5. Use the Account Signup toggle
    •  If needed, use the Required toggle to make the field required
  6. Click Save



REF: For more details on using our form builder, check out this article- Customize investor forms 


# signup, sign-up, customize field, add fields 


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