• You’ll receive an invitation to access your Investor Portal via email from your investment manager.

• Click Activate your Portal in the email to establish a strong password to activate your portal.

• Check the box certifying you’ve read and agreed to the terms of service and click Save Password.

• Enter a phone number for Two Factor Authentication and confirm if you’d like to verify using text message or phone call.

• Once you’ve made your selection, click Send Verification Code.

• On the following page, enter the verification code you received and click Sign In.

• Bookmark or create a shortcut icon for the login page, or download the mobile app so it’s easy to return at any time.

• If you have the investor portal link, but don’t have access yet, you can request access to the Investor Portal by clicking the Sign Up button on the login page and entering your information.

If you’ve already received your Investor Portal invitation and set up your account, you can log in to your Investor Portal now. Simply click the link provided in the portal invitation email. You can then bookmark the link for future access.

Download the Investor Portal mobile app to stay logged in. View your investments, ownership interest, recent distributions, and review important documents 24/7.

• Download the iOS app from the App Store®

  Apple and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc.

• Download the Android app from Google Play™:

  Android, Google Play, and the Google Play logo are trademarks of Google Inc.

Make sure you’re logging in with the correct Investor Portal link, which you can find on your account activation email or your investment manager’s website. If you are having trouble with your username or password, click Forgot Password.

If you forget your password, you can click Forgot Password on the login page and a reset password email will be sent to your login email. If your email is unknown, contact your investment manager.

Please check spam or junk mailboxes to be sure the emails are not being filtered out of your inbox. If you still cannot find the email, contact your investment manager to ensure they have the correct email on file for you.

Yes! Just be sure you are using the correct portal link to log in, as each investment manager has their own.

Please contact your investment manager and they can reset your two-factor authentication.

We currently support the following browsers: Google Chrome (preferred), Mozilla Firefox, Safari, and Microsoft Edge. Microsoft Internet Explorer is not supported as this browser is no longer supported by Microsoft. The investor portal is viewable on any device including tablets and mobile phones with Android or iOS systems.

• Click on your name in the upper right-hand corner of the page and select My Profile.

• Locate the Contact Information section and select Edit in the upper right-hand corner.

• From here, you can edit your existing contact information, or include additional contact information using the options highlighted below.

• Click Save.

If your investment manager allows, you can edit certain investing entity information.

• Click on your name in the upper right-hand corner of the page and select My Profile. 

• In the Investing Entities section, locate the entity in which you are the primary contact and select edit

• If you are not the primary contact for a particular investing entity, you will see View Details instead.

• After clicking edit, locate the Investing Entity Detailssection and select Edit once more.

• Edit your Investing Entity Details.
  

• Click Save

This could mean that your investment manager has either not granted ‘edit’ access or you are not the primary contact for that particular investing entity. If you are unable to edit your information, please contact your investment manager.

If your investment manager allows, you will have the option of adding Associated Contacts to the investing entities in which you are the Primary contact. To do this, navigate to the My Profile page and click Edit in the Investing Entities section. At the bottom of the page, you will be able to add contacts.

Please contact your investment manager to remove associated contacts or edit their document access.

You can add your bank account information on the My Profile tab of your Investor Portal. If your investment manager uses electronic payments, you will add your bank accounts via Plaid to securely collect your bank account information, which you can learn more about here. Please check with your investment manager to confirm this service is available to you.

• Click on your name in the upper right-hand corner of the page and select My Profile.

• Locate the Bank Accounts section at the bottom and click Add Bank Account.

• A  Plaid modal will open for you to securely provide your bank information.

• Select whether to instantly (recommended) or manually link your bank account.
  

• Search for and select your bank provider.
  
  

• Enter your Username and Password and click Submit.

• Select which account distributions should be deposited into and click Continue. Your account will begin syncing. 

• Your account will begin syncing. You will be prompted to add any additional information to finish syncing your account.
  

To delete an investing entity, please contact your investment manager for assistance.

To delete your account, please reach out to your investment manager for assistance.

Your investment manager can send important documents and tax forms securely to your Investor Portal. Access these on the Documents and Tax Forms tabs.

You can upload documents to your investment manager on the Documents tab. When you upload a document, your investment manager will be notified via email.

When your investment manager shares reports, they will appear on the Documents tab; the reports will appear with the Reporting & Statements label under the Type column.

This page will only appear if your investment manager has new offerings to invest in. You can review the offerings and submit interest to invest directly from your portal.

To submit your interest in a new offering:

• Navigate to the New Offerings page.

• Locate the offering and click View Offering where you can review the offering details. 

• On the offering, select the green Invest button to submit your interest.

• Enter your desired commitment and select and confirm the investing entity you’d like to invest with.

• Confirm your personal information and click Submit.
  

• If your investment manager sends a document for signature in your Investor Portal, you will receive an email asking you to login and sign the document(s).

To sign the document(s), click the Review and Sign button in the email you received and you’ll be taken directly to the document. Or navigate to your Investor Portal dashboard, locate Documents to Sign under Action Items, and click Sign Documents. Click Sign on any pending signatures

• Select Next Field to navigate to the required entry fields on the document. Continue until you reach the end of the document.
  
  

• Once you’ve reached the end of the document, click Sign and Accept. Your investment manager will be notified when the document is submitted.
  

To edit your commitment information:

• Navigate to the New Offerings tab

• Click View Offering on the offering you wish to make changes to. 

• Locate your commitment in the Your Commitments section and click the actions icon (⋮) and select Edit.
  
  

• You’ll be taken to the Submit Interest page where you can make your changes. 

• When finished, scroll to the bottom and click Submit.

If you cannot edit your commitment information, please contact your investment manager.

• All of your distributions and contributions can be found on the Transactions tab. Be sure to make use of the filters at the top to drill down to the transaction you’re looking for.
  

  
  
  

• When your investment manager calls capital, you will receive an email with a link directing you to the capital call in your Investor Portal.
  

• On the Capital Call Notice page, click Send Funds to view payment instructions.
  

• Once you’ve sent funds to your investment manager, click I sent my capital, enter the method in which you’ve sent your payment and click Submit.
  

  
  
  

AppFolio Investment Manager uses Plaid to verify that your bank account information is correct and belongs to you.

Plaid’s security practices are designed to meet or exceed industry standards that banks and leading technology companies use. This includes:

• Best-in-class encryption protocols like the Advanced Encryption Standard (AES 256) and Transport Layer Security (TLS).

• Plaid is certified in internationally-recognized security standards, like ISO 27001, ISO 27701, and is SSAE18 SOC 2 compliant.

You can learn more about their security practices at plaid.com/safety.

There are two methods for linking your bank account (1) Instant (2) Manual. We recommend using Instant for the quickest way to connect your bank. If your bank is not listed or you have issues using instant, select the manual option. The manual option is very reliable, but will take 1-2 days to verify. 

Instant: 

• Select your bank and log in using your bank’s login credentials (please note that AppFolio does not have access to or store your login credentials)
  

Manual: 

• Manually enter your account and routing number 

• You’ll receive, from Plaid, one or two small deposits that start with a short verification code into your account in 1-2 business days. The deposits will be $0.99 or less.

• Return to your investor portal once deposits appear in your bank account to verify the 3-letter code with Plaid.
  

In 2019, a class action lawsuit was filed against Plaid. The subject of the case was that Plaid was being used by finance apps (e.g. Venmo, Cash App) to connect to users’ bank accounts without those end users being aware that Plaid was involved. 

Plaid was never used without the explicit permission of those finance apps, and was only used to connect users’ bank accounts to the applications in question. Plaid immediately responded to this suit by updating their UI design to make it clear and obvious that they were involved when users connect their bank accounts. The lawsuit was settled in July 2022.

Plaid is very secure and is trusted by thousands of financial companies (including banks) around the world. Plaid is the safest way to connect your bank account to finance apps such as AppFolio Investment Manager. You can learn more about their security practices at plaid.com/safety.

Please reach out to your investment manager to discuss your options. 

You can view your payment history on the Transactions tab. Be sure to make use of the filters at the top to drill down to the transaction you’re looking for.

Yes, you can delete a bank account only if it is not currently in use as one of your distribution or contribution accounts. Please reach out to your investment manager if you are unable to delete an account.

If you are having issues sending funds to your investment manager, please verify your banking information is completely filled out and accurate and review the following:

• Confirm that your bank account has been verified via Plaid (required to send contributions via the Investor Portal)

• Confirm your Bank Account is U.S. based (only U.S. bank accounts are supported at this time).

• FBO/FFC bank accounts are not supported at this time.

• You must have a Firm Commitment and the new offering must be enabled to receive ACH contributions by your investment manager.

• Funds need to be contributed within 5 days of “Funds Due Date”

If still experiencing issues, contact your investment manager.

In most cases, your investment manager can view your payment information, however, some banking institutions will use a tokenized account, which will shield the actual account number. Please contact your investment manager if you have any questions about how your information is being protected.

The following limits apply to contributions made via AppFolio Investor Payments:

Single Transaction Amount: $250,000.00

Daily Amount (Per Investing Entity): $500,000.00

Daily Count (Per Investing Entity):10