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Technology Solutions

Technology Solutions

What is the API endpoint URL for production?

DirectAccreditation Button

How do I create/edit my Direct Accreditation Button?

How do I change an investor's accreditation status if they select the wrong option during the DirectInvest Button flow?

DirectInvest Button

How do I Customize Permissions for the DirectInvest Button?

How Do I Set Up the DirectInvest Button?

How do I Share the DirectInvest Button?

How do I set up my DirectInvest Button?

How do I remove the Suitability Page from my DirectInvest Button?

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Marketplace-as-a-Service

Why can't I comment on a forum?

Does the investor receive a verification of trade when they place a trade?

Is there a limit to the amount of documents I can bulk upload through the Marketplace-as-a-Service Portal?

When do the subscription documents get sent out to investors?

Can I change the disclaimer text on the automated emails sent from my Marketplace-as-a-Service?

How do I link to my HubSpot account?

Is there a limit to the file upload for the ID upload when the KYC verification check fails in Marketplace-as-a-Service?

How do I create a user in the Marketplace-as-a-Service Admin panel?

Is there a password requirement for marketplace-as-a-service users?

Can I make links open in a new tab?

How to add a hyperlink to the attestations?

How do I turn my offering online in my marketplace?

Is there a way to ensure that certain investors only see certain offerings in the MaaS Marketplace?

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