Enable Trust Settings

There are Trust Settings an admin can enable in investor accounts to allow investors to take specific actions that are outside typical processes.

• Bypass Account Setup 
  • This will allow an investor to log in to the platform without providing any required details in the registration process

• Bypass KYC Checks

  • You can enable this option if you are automatically running KYC, and do not need an investor to be checked

• Bypass Accreditation Checks

  • This will allow an investor to skip over the Accreditation step in your Investor Flow

• Bypass Document Restrictions

  • If you do not want an investor to be restricted from viewing any documents in the platform, you can turn this on for them

• View All Invite Only Offers

  • This eliminates the need to send an investor invitations, if you want them to see all available offers 

• Allow Manual ACH Bank Input

  • If an investor is having trouble connecting via Plaid, or if their bank account is not supported by Plaid, you can enable this to allow them to enter details manually

• Bypass Restrictions on Specific Documents

  • To keep certain document restrictions in place, but allow the investor access to specific files, you can use the menu to manually choose which documents they can view

• Bypass E-Sign Document Restrictions
  

  • If you do not need an investor to sign to see an offer or view a document, you can allow them to bypass specific templates by choosing them from the menu