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title: Opera | Help Center
description: North Capital's Opera portal — login, admin, and IQ tutorials.
---

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1. [Help Center](https://support.northcapital.com/knowledge)
2. [Opera](https://support.northcapital.com/knowledge/opera)

# Opera

 North Capital's Opera portal — login, admin, and IQ tutorials.

## Administrative setup

- [How do I connect my DocuSign account and template to my Opera offering?](https://support.northcapital.com/knowledge/how-do-i-connect-my-docusign-template-to-my-opera-offering)
- [Can I pass through transaction fees to my investors in Opera IP?](https://support.northcapital.com/knowledge/can-i-pass-through-transaction-fees-to-my-investors-in-opera-ip)
- [How do I update global settings in my Opera portal?](https://support.northcapital.com/knowledge/how-do-i-update-settings-in-my-opera-portal)
- [How do I add an offering in my Opera portal](https://support.northcapital.com/knowledge/how-do-i-add-an-offering-in-my-opera-portal)
- [Can I update the KYC/AML statuses for investors in Opera?](https://support.northcapital.com/knowledge/can-i-update-the-kyc/aml-statuses-for-investors)

## Login & access

- [How do I add new admin users to my Opera portal?](https://support.northcapital.com/knowledge/how-do-i-add-new-admin-users-to-my-opera-portal)
- [How do I invite an admin or investor to create an account in Opera?](https://support.northcapital.com/knowledge/how-do-i-invite-an-admin-or-investor-to-create-an-account-in-opera)

## Webhooks

- [Which webhooks work in the Opera portal](https://support.northcapital.com/knowledge/which-webhooks-work-in-the-opera-portal)

## IQ Tutorials

- [How do I create Opera IQ investor accounts and upload documents for verification on their behalf?](https://support.northcapital.com/knowledge/how-do-i-create-opera-iq-investor-accounts-and-upload-documents-for-verification-on-their-behalf)
- [How do I upload documents for an investor for manual KYC/AML or Accreditation Verification in Opera?](https://support.northcapital.com/knowledge/how-do-i-upload-documents-for-manual-kyc/aml-verification)

- [Getting Started](https://support.northcapital.com/knowledge/getting-started#main-content)

    - [How do I get my production API keys and go live?](https://support.northcapital.com/knowledge/getting-started#how-do-i-get-my-production-api-keys-and-go-live)
    - [What are the standard TransactAPI integration workflows?](https://support.northcapital.com/knowledge/getting-started#what-are-the-standard-transactapi-integration-workflows)
- [Trades & Payments](https://support.northcapital.com/knowledge/trades-payments#main-content)

    - [General Trade & Payment Management](https://support.northcapital.com/knowledge/trades-payments#general-trade-payment-management)
    - [Trade documents & uploads](https://support.northcapital.com/knowledge/trades-payments#trade-documents-uploads)
    - [DocuSign subscription documents](https://support.northcapital.com/knowledge/trades-payments#docusign-subscription-documents)
    - [Trade statuses explained](https://support.northcapital.com/knowledge/trades-payments#trade-statuses-explained)
    - [Wire Transfers](https://support.northcapital.com/knowledge/trades-payments#wire-transfers)
    - [Payment statuses & error codes](https://support.northcapital.com/knowledge/trades-payments#payment-statuses-error-codes)
    - [Canceling & unwinding trades / Refunds & returns](https://support.northcapital.com/knowledge/trades-payments#canceling-unwinding-trades-refunds-returns)
    - [ACH transfers](https://support.northcapital.com/knowledge/trades-payments#ach-transfers)
    - [Credit & debit card payments](https://support.northcapital.com/knowledge/trades-payments#credit-debit-card-payments)
    - [Plaid integration](https://support.northcapital.com/knowledge/trades-payments#plaid-integration)
- [Offerings](https://support.northcapital.com/knowledge/offerings#main-content)

    - [General](https://support.northcapital.com/knowledge/offerings#general)
    - [Creating an offering](https://support.northcapital.com/knowledge/offerings#creating-an-offering)
    - [Offering documents](https://support.northcapital.com/knowledge/offerings#offering-documents)
    - [Post-offering management](https://support.northcapital.com/knowledge/offerings#post-offering-management)
- [Accounts & Parties](https://support.northcapital.com/knowledge/accounts-parties#main-content)

    - [Accreditation Verification](https://support.northcapital.com/knowledge/accounts-parties#accreditation-verification)
    - [Account/Party management](https://support.northcapital.com/knowledge/accounts-parties#account-party-management)
    - [KYC & AML](https://support.northcapital.com/knowledge/accounts-parties#kyc-aml)
- [North Capital Escrow Services](https://support.northcapital.com/knowledge/north-capital-escrow-services#main-content)

    - [Connecting escrow to an offering](https://support.northcapital.com/knowledge/north-capital-escrow-services#connecting-escrow-to-an-offering)
    - [Accessing escrow accounts](https://support.northcapital.com/knowledge/north-capital-escrow-services#accessing-escrow-accounts)
    - [Managing an escrow raise](https://support.northcapital.com/knowledge/north-capital-escrow-services#managing-an-escrow-raise)
    - [Closing & disbursing funds](https://support.northcapital.com/knowledge/north-capital-escrow-services#closing-disbursing-funds)
    - [Refunds & failed raises](https://support.northcapital.com/knowledge/north-capital-escrow-services#refunds-failed-raises)
- [North Capital Custody Services](https://support.northcapital.com/knowledge/north-capital-custody-services#main-content)

    - [Opening a custody account](https://support.northcapital.com/knowledge/north-capital-custody-services#opening-a-custody-account)
    - [Updating account information](https://support.northcapital.com/knowledge/north-capital-custody-services#updating-account-information)
    - [Investor Distributions](https://support.northcapital.com/knowledge/north-capital-custody-services#investor-distributions)
- [Account & Admin](https://support.northcapital.com/knowledge/account-admin#main-content)

    - [API keys & rotation](https://support.northcapital.com/knowledge/account-admin#api-keys-rotation)
    - [User permissions & access](https://support.northcapital.com/knowledge/account-admin#user-permissions-access)
    - [Two-factor authentication (2FA)](https://support.northcapital.com/knowledge/account-admin#two-factor-authentication-2fa)
    - [Webhooks & notifications](https://support.northcapital.com/knowledge/account-admin#webhooks-notifications)
    - [Billing & invoices](https://support.northcapital.com/knowledge/account-admin#billing-invoices)
    - [Security](https://support.northcapital.com/knowledge/account-admin#security)
    - [Error codes & system status](https://support.northcapital.com/knowledge/account-admin#error-codes-system-status)
- [Opera](https://support.northcapital.com/knowledge/opera#main-content)

    - [Administrative setup](https://support.northcapital.com/knowledge/opera#administrative-setup)
    - [Login & access](https://support.northcapital.com/knowledge/opera#login-access)
    - [Webhooks](https://support.northcapital.com/knowledge/opera#webhooks)
    - [IQ Tutorials](https://support.northcapital.com/knowledge/opera#iq-tutorials)

- [North Capital Resource Center](https://blog.northcapital.com/resource-center)

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