How can investors invite others to use the platform? (Affiliate Links, Referrals, Invite Accounts)

If you would like to allow your investors to invite others to your platform, you can do so.

To enable this feature: 

1. Select Platform from the left menu
2. Click Settings
3. Choose the Features tab
4. Use the checkbox to Allow Investors to Invite Others
5. Click Update Platform
   
   

Once the platform has been updated, investors will see the option to Invite Accounts in the menu under their name: 

Clicking Invite Accounts will take the investor to a page where they can send out invites:

Any new account that is created will be logged as a referral.  Admin users can review all referral data in the platform.  For more information on how to do so, click here.