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Adding Investors to Your Organization

When investors log in to the Mako platform, they can see their holdings, and the forms they’ve filled out. This is known as the Investor Portal.

To add a new investor:

  • From the Main Menu, select Investors in the side bar.
  • Click on the + button at the bottom of the screen and fill in the requested information, then click the Create Investor button.

To provide the investor access to the Investor Portal:

  • Click on View/Edit Data for the newly created investor.
  • Click Investor Data > Create Shareholder Login.
  • You also have the option to set the investor’s portal language.

The investor will receive an email with instructions for resetting their password.