Other Articles

Retrieving Investor Documents

Admins can easily access documents, such as photo IDs and void cheques that investors upload while filling out their forms in Mako.

How to retrieve investor documents:

  • From the Main Menu, select Investors.  
  • For an investor, click View/Edit Data, then Documents.
  • Select Investor Documents.

You can also view the investor’s other documents, like stock and fund certificates.  

If you want an investor to be able to view these documents on the portal, you can grant Mako portal access to your investor.